Position in RTO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,175,904
-$144,707 QoQ
Shares Held
76,054
+3.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#70
of 284 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RTO Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Maridea Wealth Management LLC holds $3,802,357 across 3 Specialty Business Services names. RTO ranks #1 (57.2% of the industry book) .
All Filings in RTO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,175,904 | 76,054 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,320,611 | 73,717 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,796,853 | 60,993 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,257,677 | 49,809 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||