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Disclosery

MAI Capital Management: DFAI position timeline

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

MAI Capital Management held 4,171,293 DFAI 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 4,171,293 shares
    Change vs previous 13F +2,979,357 shares

    0.65% of the 13F portfolio, value $172,065,853.

    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 1,191,936 shares
    Change vs previous 13F +137,078 shares

    0.26% of the 13F portfolio, value $46,437,830.

    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 1,054,858 shares
    Change vs previous 13F +28,430 shares

    0.23% of the 13F portfolio, value $40,200,627.

    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 1,026,428 shares
    Change vs previous 13F +39,343 shares

    0.23% of the 13F portfolio, value $37,310,667.

    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 987,085 shares
    Change vs previous 13F +72,010 shares

    0.24% of the 13F portfolio, value $34,123,521.

    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 915,075 shares
    Change vs previous 13F +42,957 shares

    0.22% of the 13F portfolio, value $28,577,787.

    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 872,118 shares
    Change vs previous 13F +55,652 shares

    0.19% of the 13F portfolio, value $25,465,859.

    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 816,466 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $25,947,292.

    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).