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Maia Wealth LLC Last Quarter Change: USA Preferred Shares, Sold Out

Maia Wealth LLC quarter change: USA Preferred Shares, Sold out

In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Maia Wealth LLC opened 1 positions, added to 0, reduced 2, sold out of 0 and left 0 unchanged. The largest increase in value was NPFI (+$2,886,106); the largest decrease was FPE (-$71,535).

Two Form 13F-HR filings compared (SEC CIK 2010858): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

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