Maridea Wealth Management LLC
Position in PMT — PennyMac Mortgage Investment Trust
CIK 2056245
BROOKLYN, NY
Position in PMT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$536,600
+$30,207 QoQ
Shares Held
47,571
+9.5% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#75
of 213 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Maridea Wealth Management LLC holds $1,674,984 across 4 REIT - Mortgage names. PMT ranks #1 (32.0% of the industry book) .
All Filings in PMT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,600 | 47,571 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $506,393 | 43,430 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $520,272 | 41,456 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $512,455 | 41,799 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $534,693 | 41,578 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $593,222 | 40,493 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $510,952 | 40,584 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||