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Maridea Wealth Management LLC: USDU position timeline

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

Maridea Wealth Management LLC held 170,411 USDU 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 170,411 shares
    Change vs previous 13F +70,297 shares

    0.5% of the 13F portfolio, value $4,558,491.

    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 100,114 shares
    Change vs previous 13F -125,303 shares

    0.38% of the 13F portfolio, value $2,635,998.

    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 225,417 shares
    Change vs previous 13F +99,474 shares

    0.88% of the 13F portfolio, value $5,815,755.

    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 125,943 shares
    Change vs previous 13F +64,227 shares

    0.52% of the 13F portfolio, value $3,352,603.

    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 61,716 shares
    Change vs previous 13F -103,033 shares

    0.41% of the 13F portfolio, value $1,590,421.

    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 164,749 shares
    Change vs previous 13F +62,580 shares

    1.47% of the 13F portfolio, value $4,491,058.

    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 102,169 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,825,995.

    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).