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Disclosery

Maridea Wealth Management LLC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Maridea Wealth Management LLC on IWB, newest first. How the timeline and the estimate are built.

Maridea Wealth Management LLC held 12,697 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,697 shares
    Change vs previous 13F +4,255 shares

    0.57% of the 13F portfolio, value $5,199,356.

    13F-HR 0001951757-26-001115 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,442 shares
    Change vs previous 13F +657 shares

    0.44% of the 13F portfolio, value $3,009,915.

    13F-HR 0001951757-26-000680 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,785 shares
    Change vs previous 13F +272 shares

    0.44% of the 13F portfolio, value $2,907,149.

    13F-HR 0001951757-26-000036 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,513 shares
    Change vs previous 13F +1,870 shares

    0.43% of the 13F portfolio, value $2,767,627.

    13F-HR 0001951757-25-001342 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,643 shares
    Change vs previous 13F +190 shares

    0.5% of the 13F portfolio, value $1,916,194.

    13F-HR 0001951757-25-000866 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,453 shares
    Change vs previous 13F +1,886 shares

    0.55% of the 13F portfolio, value $1,672,653.

    13F-HR 0001951757-25-000523 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,567 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,149,145.

    13F-HR 0001951757-25-000242 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).