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Disclosery

Maridea Wealth Management LLC: SGOV position timeline

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

Maridea Wealth Management LLC held 179,261 SGOV 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 179,261 shares
    Change vs previous 13F +71,403 shares

    1.96% of the 13F portfolio, value $18,046,216.

    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 107,858 shares
    Change vs previous 13F -18,592 shares

    1.58% of the 13F portfolio, value $10,857,017.

    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 126,450 shares
    Change vs previous 13F -28,564 shares

    1.91% of the 13F portfolio, value $12,693,088.

    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 155,014 shares
    Change vs previous 13F +5,561 shares

    2.42% of the 13F portfolio, value $15,591,329.

    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 149,453 shares
    Change vs previous 13F -19,687 shares

    3.92% of the 13F portfolio, value $15,048,452.

    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 169,140 shares
    Change vs previous 13F -2,974 shares

    5.56% of the 13F portfolio, value $17,027,348.

    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 172,114 shares
    Change vs previous 13F not available

    5.57% of the 13F portfolio, value $17,266,507.

    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).