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MAI Capital Management: ATR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAI Capital Management on ATR, newest first. How the timeline and the estimate are built.

MAI Capital Management held 21,289 ATR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,289 shares
    Change vs previous 13F -2,113 shares

    0.01% of the 13F portfolio, value $2,665,386.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,402 shares
    Change vs previous 13F +668 shares

    0.02% of the 13F portfolio, value $2,949,142.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 22,734 shares
    Change vs previous 13F -216 shares

    0.02% of the 13F portfolio, value $2,772,598.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,950 shares
    Change vs previous 13F -896 shares

    0.02% of the 13F portfolio, value $3,067,555.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,846 shares
    Change vs previous 13F -584 shares

    0.03% of the 13F portfolio, value $3,730,307.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,430 shares
    Change vs previous 13F -287 shares

    0.03% of the 13F portfolio, value $3,624,886.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 24,717 shares
    Change vs previous 13F +23,217 shares

    0.03% of the 13F portfolio, value $3,883,027.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $240,285.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).