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Disclosery

Maridea Wealth Management LLC: WMT position timeline

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

Maridea Wealth Management LLC held 10,568 WMT 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 10,568 shares
    Change vs previous 13F -1,837 shares

    0.13% of the 13F portfolio, value $1,196,900.

    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 12,405 shares
    Change vs previous 13F -866 shares

    0.22% of the 13F portfolio, value $1,541,731.

    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 13,271 shares
    Change vs previous 13F -115 shares

    0.22% of the 13F portfolio, value $1,478,524.

    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 13,386 shares
    Change vs previous 13F -6,960 shares

    0.22% of the 13F portfolio, value $1,432,974.

    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 20,346 shares
    Change vs previous 13F +11,922 shares

    0.52% of the 13F portfolio, value $1,989,389.

    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 8,424 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $739,519.

    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).