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 TWO RDS SHARED TR (LSAF). 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 | 6,897 | +106 | +1.6% | 0.05% | $322K | $45.08 |
| 2025 Q3 | REDUCED | 6,791 | -749 | -9.9% | 0.05% | $303K | $44.43 |
| 2025 Q2 | REDUCED | 7,540 | -229 | -2.9% | 0.06% | $320K | $42.19 |
| 2025 Q1 | REDUCED | 7,769 | -231 | -2.9% | 0.07% | $294K | $39.23 |
| 2024 Q4 | REDUCED | 8,000 | -599 | -7.0% | 0.07% | $342K | $40.25 |
| 2024 Q3 | INITIATED | 8,599 | — | — | 0.09% | $357K | $40.93 |
As of 2025 Q4 — sorted by position size