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Disclosery

Maridea Wealth Management LLC: WBIF position timeline

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

Maridea Wealth Management LLC held 421,854 WBIF 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 421,854 shares
    Change vs previous 13F -23,694 shares

    1.64% of the 13F portfolio, value $15,063,884.

    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 445,548 shares
    Change vs previous 13F -28,144 shares

    2.03% of the 13F portfolio, value $13,921,073.

    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 473,692 shares
    Change vs previous 13F -28,511 shares

    2.21% of the 13F portfolio, value $14,665,836.

    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 502,203 shares
    Change vs previous 13F -40,307 shares

    2.44% of the 13F portfolio, value $15,686,009.

    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 542,510 shares
    Change vs previous 13F -9,847 shares

    4.06% of the 13F portfolio, value $15,611,973.

    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 552,357 shares
    Change vs previous 13F +3,672 shares

    5.19% of the 13F portfolio, value $15,885,014.

    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 548,685 shares
    Change vs previous 13F not available

    5.02% of the 13F portfolio, value $15,585,013.

    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).