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Disclosery

Maridea Wealth Management LLC: SCHP position timeline

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

Maridea Wealth Management LLC held 10,920 SCHP 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 10,920 shares
    Change vs previous 13F +3,376 shares

    0.03% of the 13F portfolio, value $289,383.

    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 7,544 shares
    Change vs previous 13F -34,964 shares

    0.03% of the 13F portfolio, value $200,752.

    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 42,508 shares
    Change vs previous 13F -46 shares

    0.17% of the 13F portfolio, value $1,126,047.

    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 42,554 shares
    Change vs previous 13F +1,450 shares

    0.18% of the 13F portfolio, value $1,151,083.

    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 41,104 shares
    Change vs previous 13F +5,827 shares

    0.29% of the 13F portfolio, value $1,096,653.

    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 35,277 shares
    Change vs previous 13F -7,122 shares

    0.31% of the 13F portfolio, value $948,599.

    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 42,399 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,095,166.

    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).