Skip to content
Disclosery

MAI Capital Management: CB position timeline

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

MAI Capital Management held 162,529 CB 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 162,529 shares
    Change vs previous 13F +8,382 shares

    0.21% of the 13F portfolio, value $55,388,617.

    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 154,147 shares
    Change vs previous 13F +1,928 shares

    0.29% of the 13F portfolio, value $50,241,323.

    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 152,219 shares
    Change vs previous 13F -935 shares

    0.27% of the 13F portfolio, value $47,510,494.

    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 153,154 shares
    Change vs previous 13F -3,977 shares

    0.27% of the 13F portfolio, value $43,227,734.

    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 157,131 shares
    Change vs previous 13F +6,792 shares

    0.32% of the 13F portfolio, value $45,523,906.

    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 150,339 shares
    Change vs previous 13F +1,517 shares

    0.34% of the 13F portfolio, value $45,400,804.

    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 148,822 shares
    Change vs previous 13F +1,516 shares

    0.31% of the 13F portfolio, value $41,119,499.

    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 147,306 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $42,481,585.

    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).