Maia Wealth LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 30, 2024
Value $
$397M
Signature - Title
Chandler te Velde - Director of Operations
Location
Denver, CO
Summary
This page shows a list of all the recent 13F filings made by Maia Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Maia Wealth LLC reported 273 stock holdings with total value $397M as of Q3 2024. Top holdings included SPLG, EFV, FSK, QUAL, and IVW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 273 $397M +$87.7M -$19.4M +$68.2M SPLG, EFV, FSK, QUAL, IVW 13F-HR 10/30/2024, 02:51 PM
Q2 2024 224 $331M +$89.3M -$34.6M +$54.7M SPLG, FSK, QUAL, EFG, IVW 13F-HR 7/16/2024, 10:25 AM
Q4 2023 192 $248M $0 $0 SPLG, ESGU, EFV, FSK, QUAL 13F-HR 2/13/2024, 01:37 PM