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Disclosery

MAI Capital Management: DFAE position timeline

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

MAI Capital Management held 2,587,135 DFAE 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 2,587,135 shares
    Change vs previous 13F +2,191,392 shares

    0.4% of the 13F portfolio, value $104,028,719.

    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 395,743 shares
    Change vs previous 13F +54,667 shares

    0.08% of the 13F portfolio, value $13,399,844.

    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 341,076 shares
    Change vs previous 13F +39,289 shares

    0.06% of the 13F portfolio, value $11,108,832.

    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 301,787 shares
    Change vs previous 13F +40,819 shares

    0.06% of the 13F portfolio, value $9,515,354.

    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 260,968 shares
    Change vs previous 13F -2,282 shares

    0.05% of the 13F portfolio, value $7,555,026.

    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 263,250 shares
    Change vs previous 13F +14,654 shares

    0.05% of the 13F portfolio, value $6,815,549.

    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 248,596 shares
    Change vs previous 13F +20,466 shares

    0.05% of the 13F portfolio, value $6,306,885.

    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 228,130 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,253,043.

    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).