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Disclosery

Maridea Wealth Management LLC: MUB position timeline

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

Maridea Wealth Management LLC held 19,319 MUB 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 19,319 shares
    Change vs previous 13F -110 shares

    0.23% of the 13F portfolio, value $2,079,109.

    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 19,429 shares
    Change vs previous 13F -803 shares

    0.3% of the 13F portfolio, value $2,062,415.

    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 20,232 shares
    Change vs previous 13F +375 shares

    0.33% of the 13F portfolio, value $2,167,100.

    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 19,857 shares
    Change vs previous 13F +1,513 shares

    0.33% of the 13F portfolio, value $2,134,829.

    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 18,344 shares
    Change vs previous 13F -1,544 shares

    0.5% of the 13F portfolio, value $1,916,623.

    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 19,888 shares
    Change vs previous 13F -1,236 shares

    0.68% of the 13F portfolio, value $2,096,948.

    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 21,124 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $2,250,746.

    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).