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Disclosery

MAI Capital Management: BIV position timeline

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

MAI Capital Management held 332,133 BIV 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 332,133 shares
    Change vs previous 13F +33,862 shares

    0.1% of the 13F portfolio, value $25,474,672.

    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 298,271 shares
    Change vs previous 13F +13,393 shares

    0.13% of the 13F portfolio, value $23,020,558.

    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 284,878 shares
    Change vs previous 13F +29,167 shares

    0.13% of the 13F portfolio, value $22,186,311.

    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 255,711 shares
    Change vs previous 13F +4,385 shares

    0.12% of the 13F portfolio, value $19,968,437.

    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 251,326 shares
    Change vs previous 13F +11,695 shares

    0.13% of the 13F portfolio, value $19,437,528.

    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 239,631 shares
    Change vs previous 13F +7,893 shares

    0.14% of the 13F portfolio, value $18,348,524.

    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 231,738 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $17,317,774.

    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).