Skip to content
Disclosery

Maridea Wealth Management LLC: UTF position timeline

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

Maridea Wealth Management LLC held 24,826 UTF 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 24,826 shares
    Change vs previous 13F +1,662 shares

    0.07% of the 13F portfolio, value $684,947.

    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 23,164 shares
    Change vs previous 13F +628 shares

    0.09% of the 13F portfolio, value $599,487.

    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 22,536 shares
    Change vs previous 13F -102 shares

    0.08% of the 13F portfolio, value $543,349.

    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 22,638 shares
    Change vs previous 13F +53 shares

    0.08% of the 13F portfolio, value $545,568.

    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 22,585 shares
    Change vs previous 13F +344 shares

    0.16% of the 13F portfolio, value $608,654.

    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 22,241 shares
    Change vs previous 13F +359 shares

    0.19% of the 13F portfolio, value $568,258.

    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 21,882 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $526,045.

    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).