Maridea Wealth Management LLC: IWV position timeline

Maridea Wealth Management LLC held 940 IWV 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 940 shares

   Change vs previous 13F -550 shares

   0.04% of the 13F portfolio, value $400,852.

   13F-HR 0001951757-26-001115 filed by Maridea Wealth Management LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,490 shares

   Change vs previous 13F +111 shares

   0.08% of the 13F portfolio, value $552,335.

   13F-HR 0001951757-26-000680 filed by Maridea Wealth Management LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,379 shares

   Change vs previous 13F -159 shares

   0.08% of the 13F portfolio, value $533,479.

   13F-HR 0001951757-26-000036 filed by Maridea Wealth Management LLC
   Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,538 shares

   Change vs previous 13F -393 shares

   0.09% of the 13F portfolio, value $587,239.

   13F-HR 0001951757-25-001342 filed by Maridea Wealth Management LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,931 shares

   Change vs previous 13F -14,725 shares

   0.18% of the 13F portfolio, value $677,781.

   13F-HR 0001951757-25-000866 filed by Maridea Wealth Management LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 16,656 shares

   Change vs previous 13F -744 shares

   1.73% of the 13F portfolio, value $5,290,545.

   13F-HR 0001951757-25-000523 filed by Maridea Wealth Management LLC
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 17,400 shares

   Change vs previous 13F not available

   1.87% of the 13F portfolio, value $5,815,950.

   13F-HR 0001951757-25-000242 filed by Maridea Wealth Management LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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