Maridea Wealth Management LLC historic quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Maridea Wealth Management LLC opened 3 positions, added to 1, reduced 1 and sold out of 6.
- Q3 2025: Stock UNITI GROUP INC; Country of operation United States; Class COM; Shares before 83,211.
- Q3 2025: Stock ANSYS INC; Country of operation United States; Class COM; Shares before 590.
- Q3 2025: Stock REDFIN CORP; Country of operation United States; Class COM; Shares before 10,188.
- Q2 2025: Stock VIPER ENERGY INC; Country of operation United States; Class CL A; Shares before 10,743.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2056245), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-08); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | United States | $0.687B | 301 |
| Alpine Bank Wealth Management | United States | $0.688B | 272 |
| Lebenthal Global Advisors, LLC | United States | $0.688B | 295 |
| Strategic Point Investment Advisors, LLC | United States | $0.688B | 35 |
| SIERRA SUMMIT ADVISORS LLC | United States | $0.688B | 180 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | United States | $0.688B | 158 |
| Security National Bank | United States | $0.687B | 501 |
| Human Investing LLC | United States | $0.687B | 132 |
| KPP Advisory Services LLC | United States | $0.689B | 349 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | United States | $0.689B | 87 |