Ownership history in Maia Wealth LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Maia Wealth LLC reported a position in FIRST TR S&P REIT INDEX FD (FRI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 25,211 | +3,221 | +14.6% | 0.13% | $742K | $27.31 |
| 2025 Q3 | ADDED | 21,990 | +5,290 | +31.7% | 0.10% | $616K | $27.77 |
| 2025 Q2 | REDUCED | 16,700 | -21,144 | -55.9% | 0.09% | $452K | $26.56 |
| 2025 Q1 | ADDED | 37,844 | +5,592 | +17.3% | 0.22% | $976K | $26.82 |
| 2024 Q4 | ADDED | 32,252 | +19,728 | +157.5% | 0.19% | $903K | $26.57 |
| 2024 Q3 | INITIATED | 12,524 | — | — | 0.09% | $370K | $28.34 |
As of 2025 Q4 — sorted by position size