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MAI Capital Management: B position timeline

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

MAI Capital Management held 17,980 B 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 17,980 shares
    Change vs previous 13F +7,769 shares

    <0.01% of the 13F portfolio, value $660,421.

    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 10,211 shares
    Change vs previous 13F +2,475 shares

    <0.01% of the 13F portfolio, value $416,526.

    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 7,736 shares
    Change vs previous 13F +671 shares

    <0.01% of the 13F portfolio, value $336,902.

    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 7,065 shares
    Change vs previous 13F -720 shares

    <0.01% of the 13F portfolio, value $231,534.

    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 7,785 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $162,081.

    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).