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MAI Capital Management: AVUV position timeline

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

MAI Capital Management held 328,545 AVUV 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 328,545 shares
    Change vs previous 13F -906 shares

    0.16% of the 13F portfolio, value $40,989,280.

    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 329,451 shares
    Change vs previous 13F +5,778 shares

    0.21% of the 13F portfolio, value $36,394,491.

    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 323,673 shares
    Change vs previous 13F +12,309 shares

    0.19% of the 13F portfolio, value $33,008,204.

    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 311,364 shares
    Change vs previous 13F +27,514 shares

    0.19% of the 13F portfolio, value $30,990,037.

    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 283,850 shares
    Change vs previous 13F +13,967 shares

    0.18% of the 13F portfolio, value $25,858,704.

    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 269,883 shares
    Change vs previous 13F +15,107 shares

    0.18% of the 13F portfolio, value $23,525,725.

    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 254,776 shares
    Change vs previous 13F +158,505 shares

    0.18% of the 13F portfolio, value $24,593,523.

    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 96,271 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $9,237,188.

    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).