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Maridea Wealth Management LLC: WBIY position timeline

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

Maridea Wealth Management LLC held 392,719 WBIY 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 392,719 shares
    Change vs previous 13F -13,089 shares

    1.49% of the 13F portfolio, value $13,724,342.

    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 405,808 shares
    Change vs previous 13F -14,774 shares

    2.01% of the 13F portfolio, value $13,773,112.

    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 420,582 shares
    Change vs previous 13F -10,396 shares

    2.03% of the 13F portfolio, value $13,458,624.

    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 430,978 shares
    Change vs previous 13F -33,699 shares

    2.06% of the 13F portfolio, value $13,233,438.

    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 464,677 shares
    Change vs previous 13F -11,194 shares

    3.54% of the 13F portfolio, value $13,593,986.

    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 475,871 shares
    Change vs previous 13F -72,104 shares

    4.59% of the 13F portfolio, value $14,045,285.

    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 547,975 shares
    Change vs previous 13F not available

    5.26% of the 13F portfolio, value $16,306,640.

    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).