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Disclosery

Maridea Wealth Management LLC: XLP position timeline

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

Maridea Wealth Management LLC held 15,717 XLP 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 15,717 shares
    Change vs previous 13F +443 shares

    0.14% of the 13F portfolio, value $1,305,624.

    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 15,274 shares
    Change vs previous 13F -13,443 shares

    0.18% of the 13F portfolio, value $1,252,131.

    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 28,717 shares
    Change vs previous 13F -1,083 shares

    0.34% of the 13F portfolio, value $2,230,772.

    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 29,800 shares
    Change vs previous 13F +15,869 shares

    0.37% of the 13F portfolio, value $2,373,835.

    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 13,931 shares
    Change vs previous 13F -1,319 shares

    0.29% of the 13F portfolio, value $1,127,993.

    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 15,250 shares
    Change vs previous 13F +4,399 shares

    0.41% of the 13F portfolio, value $1,245,468.

    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 10,851 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $852,997.

    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).