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Disclosery

Maridea Wealth Management LLC: LMBS position timeline

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

Maridea Wealth Management LLC held 49,095 LMBS 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 49,095 shares
    Change vs previous 13F +3,276 shares

    0.27% of the 13F portfolio, value $2,443,956.

    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 45,819 shares
    Change vs previous 13F +11,276 shares

    0.33% of the 13F portfolio, value $2,282,262.

    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 34,543 shares
    Change vs previous 13F +6,142 shares

    0.26% of the 13F portfolio, value $1,726,805.

    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 28,401 shares
    Change vs previous 13F +2,274 shares

    0.22% of the 13F portfolio, value $1,424,165.

    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 26,127 shares
    Change vs previous 13F +11,602 shares

    0.34% of the 13F portfolio, value $1,286,992.

    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 14,525 shares
    Change vs previous 13F -1,378 shares

    0.23% of the 13F portfolio, value $714,029.

    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 15,903 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $774,011.

    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).