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Maridea Wealth Management LLC: QUAL position timeline

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

Maridea Wealth Management LLC held 9,351 QUAL 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 9,351 shares
    Change vs previous 13F +3,112 shares

    0.22% of the 13F portfolio, value $2,051,903.

    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 6,239 shares
    Change vs previous 13F +916 shares

    0.17% of the 13F portfolio, value $1,196,661.

    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 5,323 shares
    Change vs previous 13F +138 shares

    0.16% of the 13F portfolio, value $1,057,296.

    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 5,185 shares
    Change vs previous 13F +1,109 shares

    0.16% of the 13F portfolio, value $1,014,245.

    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 4,076 shares
    Change vs previous 13F +1,373 shares

    0.19% of the 13F portfolio, value $745,174.

    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 2,703 shares
    Change vs previous 13F +1,167 shares

    0.15% of the 13F portfolio, value $461,916.

    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 1,536 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $273,531.

    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).