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Disclosery

MAI Capital Management: CLOI position timeline

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

MAI Capital Management held 39,045 CLOI 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 39,045 shares
    Change vs previous 13F +2,570 shares

    0.01% of the 13F portfolio, value $2,067,433.

    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 36,475 shares
    Change vs previous 13F +6,559 shares

    0.01% of the 13F portfolio, value $1,922,233.

    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 29,916 shares
    Change vs previous 13F +17,207 shares

    0.01% of the 13F portfolio, value $1,579,864.

    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 12,709 shares
    Change vs previous 13F +1,988 shares

    <0.01% of the 13F portfolio, value $674,848.

    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 10,721 shares
    Change vs previous 13F +3,487 shares

    <0.01% of the 13F portfolio, value $567,677.

    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 7,234 shares
    Change vs previous 13F +6,026 shares

    <0.01% of the 13F portfolio, value $382,245.

    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 1,208 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $63,747.

    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).