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Disclosery

Maridea Wealth Management LLC: VUG position timeline

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

Maridea Wealth Management LLC held 156,399 VUG 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 156,399 shares
    Change vs previous 13F +131,629 shares

    1.46% of the 13F portfolio, value $13,472,205.

    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 24,770 shares
    Change vs previous 13F +567 shares

    1.58% of the 13F portfolio, value $10,819,320.

    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 24,203 shares
    Change vs previous 13F -2,293 shares

    1.78% of the 13F portfolio, value $11,807,671.

    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 26,496 shares
    Change vs previous 13F +11,800 shares

    2% of the 13F portfolio, value $12,842,840.

    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 14,696 shares
    Change vs previous 13F +2,194 shares

    1.68% of the 13F portfolio, value $6,442,726.

    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 12,502 shares
    Change vs previous 13F -7,052 shares

    1.51% of the 13F portfolio, value $4,635,992.

    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 19,554 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $8,025,744.

    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).