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Disclosery

Maridea Wealth Management LLC: WBIL position timeline

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

Maridea Wealth Management LLC held 439,306 WBIL 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 439,306 shares
    Change vs previous 13F -23,849 shares

    1.92% of the 13F portfolio, value $17,675,325.

    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 463,155 shares
    Change vs previous 13F -29,037 shares

    2.27% of the 13F portfolio, value $15,552,388.

    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 492,192 shares
    Change vs previous 13F -31,244 shares

    2.58% of the 13F portfolio, value $17,118,438.

    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 523,436 shares
    Change vs previous 13F -40,158 shares

    2.84% of the 13F portfolio, value $18,265,247.

    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 563,594 shares
    Change vs previous 13F -9,304 shares

    4.77% of the 13F portfolio, value $18,336,362.

    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 572,898 shares
    Change vs previous 13F +4,904 shares

    5.94% of the 13F portfolio, value $18,184,012.

    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 567,994 shares
    Change vs previous 13F not available

    6.4% of the 13F portfolio, value $19,856,900.

    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).