Maia Wealth LLC LSAF — TWO RDS SHARED TR

Ownership history in Maia Wealth LLC  ·  7 quarters on record

AI Ownership Summary

Maia Wealth LLC reported TWO RDS SHARED TR (LSAF) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.09% in 2024 Q3. The latest visible filing shows LSAF at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LSAF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Maia Wealth LLC's position in TWO RDS SHARED TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LSAF was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LSAF stock page Maia Wealth LLC fund profile Maia Wealth LLC full holdings
How Maia Wealth LLC held LSAF — position size vs. price
% of Fund (quarterly)    LSAF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 6,897 — 0% 0.05% $317K 2026-05-08 $49.21
2025 Q4 ADDED — — — 6,897 +106 +1.6% 0.05% $322K 2026-02-17 $47.16
2025 Q3 REDUCED 9.9% +3.0% ❌ 6,791 -749 -9.9% 0.05% $303K 2025-11-13 $44.09
2025 Q2 REDUCED — — — 7,540 -229 -2.9% 0.06% $320K 2025-08-13 $43.69
2025 Q1 REDUCED — — — 7,769 -231 -2.9% 0.07% $294K 2025-05-12 $41.20
2024 Q4 REDUCED 7.0% -2.5% ✅ 8,000 -599 -7.0% 0.07% $342K 2025-02-05 $42.84
2024 Q3 INITIATED — — — 8,599 — — 0.09% $357K 2024-10-30 $40.76

🏢 Other funds also holding LSAF

As of 2026 Q1 — sorted by position size

Redwood Investment Management, LLC 3Y 7Y 6.75% Aurora Private Wealth, Inc. 3Y 0.28% IHT Wealth Management, LLC 3Y 7Y 0.03% GREAT VALLEY ADVISOR GROUP, INC. 3Y 7Y 0.02% VestGen Advisors, LLC 0.01% Gladstone Institutional Advisory LLC 3Y 7Y 0.01% LPL Financial LLC 3Y 7Y 0.01% Private Advisor Group, LLC 3Y 7Y 0.01% Cetera Investment Advisers 3Y 7Y 0.0% HARBOUR INVESTMENTS, INC. 3Y 0.0%

FAQ About Maia Wealth LLC and LSAF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Maia Wealth LLC reported owning LSAF?

Maia Wealth LLC reported LSAF across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported LSAF position in Maia Wealth LLC's portfolio?

The largest reported portfolio weight for LSAF was 0.09% in 2024 Q3.

What is the latest reported LSAF position on this page?

The most recent filing on this page is 2026 Q1, when Maia Wealth LLC reported 6,897 shares, equal to 0.05% of portfolio, with an estimated market value of $317K.

What does the chart on this LSAF ownership page compare?

The chart compares Maia Wealth LLC's quarterly LSAF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Maia Wealth LLC time their LSAF position?

Based on 13F filing dates vs. subsequent LSAF price moves, Maia Wealth LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on LSAF relative to SPY over the holding period was +627.7%.

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