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Maridea Wealth Management LLC: WBIG position timeline

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

Maridea Wealth Management LLC held 628,124 WBIG 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 628,124 shares
    Change vs previous 13F -36,061 shares

    1.77% of the 13F portfolio, value $16,237,002.

    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 664,185 shares
    Change vs previous 13F -38,940 shares

    2.28% of the 13F portfolio, value $15,633,524.

    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 703,125 shares
    Change vs previous 13F -48,692 shares

    2.48% of the 13F portfolio, value $16,488,984.

    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 751,817 shares
    Change vs previous 13F -68,613 shares

    2.76% of the 13F portfolio, value $17,732,431.

    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 820,430 shares
    Change vs previous 13F -15,693 shares

    4.68% of the 13F portfolio, value $17,975,703.

    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 836,123 shares
    Change vs previous 13F +1,732 shares

    6.2% of the 13F portfolio, value $18,981,748.

    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 834,391 shares
    Change vs previous 13F not available

    6.45% of the 13F portfolio, value $19,997,348.

    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).