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MAI Capital Management: BEP position timeline

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

MAI Capital Management held 88,757 BEP 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 88,757 shares
    Change vs previous 13F +10,645 shares

    0.01% of the 13F portfolio, value $3,082,521.

    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 78,112 shares
    Change vs previous 13F +8,200 shares

    0.01% of the 13F portfolio, value $2,549,566.

    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 69,912 shares
    Change vs previous 13F +532 shares

    0.01% of the 13F portfolio, value $1,885,519.

    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 69,380 shares
    Change vs previous 13F -2,650 shares

    0.01% of the 13F portfolio, value $1,789,311.

    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 72,030 shares
    Change vs previous 13F -64,073 shares

    0.01% of the 13F portfolio, value $1,837,486.

    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 136,103 shares
    Change vs previous 13F +40,358 shares

    0.02% of the 13F portfolio, value $3,016,043.

    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 95,745 shares
    Change vs previous 13F +9,062 shares

    0.02% of the 13F portfolio, value $2,182,029.

    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 86,683 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,442,727.

    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).