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MAI Capital Management: AUB position timeline

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

MAI Capital Management held 40,628 AUB 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 40,628 shares
    Change vs previous 13F -2,089 shares

    0.01% of the 13F portfolio, value $1,718,954.

    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 42,717 shares
    Change vs previous 13F -3,382 shares

    0.01% of the 13F portfolio, value $1,526,712.

    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 46,099 shares
    Change vs previous 13F +9,341 shares

    0.01% of the 13F portfolio, value $1,627,282.

    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 36,758 shares
    Change vs previous 13F +30,844 shares

    0.01% of the 13F portfolio, value $1,297,195.

    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 5,914 shares
    Change vs previous 13F +4,941 shares

    <0.01% of the 13F portfolio, value $184,975.

    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 973 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $30,304.

    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 969 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $36,715.

    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).