Skip to content

Maridea Wealth Management LLC: WGMI position timeline

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

Maridea Wealth Management LLC held 81,042 WGMI 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 81,042 shares
    Change vs previous 13F -19,674 shares

    0.56% of the 13F portfolio, value $5,111,293.

    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 100,716 shares
    Change vs previous 13F +7,328 shares

    0.51% of the 13F portfolio, value $3,506,917.

    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 93,388 shares
    Change vs previous 13F +24,774 shares

    0.54% of the 13F portfolio, value $3,573,949.

    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 68,614 shares
    Change vs previous 13F -17,747 shares

    0.64% of the 13F portfolio, value $4,101,044.

    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 86,361 shares
    Change vs previous 13F +3,622 shares

    0.51% of the 13F portfolio, value $1,963,844.

    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 82,739 shares
    Change vs previous 13F +45,901 shares

    0.35% of the 13F portfolio, value $1,056,574.

    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 36,838 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $817,430.

    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).