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MAI Capital Management: CSQ position timeline

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

MAI Capital Management held 11,390 CSQ 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 11,390 shares
    Change vs previous 13F +6,413 shares

    <0.01% of the 13F portfolio, value $234,179.

    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 4,977 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $85,207.

    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 4,977 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $95,559.

    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 4,977 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $96,007.

    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 4,977 shares
    Change vs previous 13F -500 shares

    <0.01% of the 13F portfolio, value $90,781.

    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 5,477 shares
    Change vs previous 13F +352 shares

    <0.01% of the 13F portfolio, value $88,618.

    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 5,125 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $90,764.

    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).