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Disclosery

Maridea Wealth Management LLC: ZROZ position timeline

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

Maridea Wealth Management LLC held 0 ZROZ shares at 2025-06-30 per its 13F-HR filed 2025-07-16.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -10,910 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 10,910 shares
    Change vs previous 13F +1,658 shares

    0.26% of the 13F portfolio, value $781,485.

    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).

  3. period ended2024-12-31
    13F 9,252 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $634,863.

    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).