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Disclosery

Maridea Wealth Management LLC: VGSH position timeline

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

Maridea Wealth Management LLC held 3,862 VGSH 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 3,862 shares
    Change vs previous 13F -2,374 shares

    0.02% of the 13F portfolio, value $224,778.

    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 6,236 shares
    Change vs previous 13F -3,237 shares

    0.05% of the 13F portfolio, value $365,072.

    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 9,473 shares
    Change vs previous 13F +3,724 shares

    0.08% of the 13F portfolio, value $556,376.

    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 5,749 shares
    Change vs previous 13F +149 shares

    0.05% of the 13F portfolio, value $338,789.

    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 5,600 shares
    Change vs previous 13F +171 shares

    0.09% of the 13F portfolio, value $329,168.

    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 5,429 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $318,628.

    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).