Maridea Wealth Management LLC: TLT position timeline

Maridea Wealth Management LLC held 4,837 TLT 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 4,837 shares

   Change vs previous 13F -11,486 shares

   0.05% of the 13F portfolio, value $417,985.

   13F-HR 0001951757-26-001115 filed by Maridea Wealth Management LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 16,323 shares

   Change vs previous 13F -1,446 shares

   0.21% of the 13F portfolio, value $1,415,030.

   13F-HR 0001951757-26-000680 filed by Maridea Wealth Management LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 17,769 shares

   Change vs previous 13F -3,062 shares

   0.23% of the 13F portfolio, value $1,548,771.

   13F-HR 0001951757-26-000036 filed by Maridea Wealth Management LLC
   Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 20,831 shares

   Change vs previous 13F +12,370 shares

   0.3% of the 13F portfolio, value $1,907,117.

   13F-HR 0001951757-25-001342 filed by Maridea Wealth Management LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 8,461 shares

   Change vs previous 13F -25,124 shares

   0.19% of the 13F portfolio, value $746,651.

   13F-HR 0001951757-25-000866 filed by Maridea Wealth Management LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 33,585 shares

   Change vs previous 13F +11,588 shares

   1% of the 13F portfolio, value $3,057,225.

   13F-HR 0001951757-25-000523 filed by Maridea Wealth Management LLC
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 21,997 shares

   Change vs previous 13F not available

   0.62% of the 13F portfolio, value $1,920,985.

   13F-HR 0001951757-25-000242 filed by Maridea Wealth Management LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).