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Disclosery

MAI Capital Management: DFAT position timeline

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

MAI Capital Management held 79,250 DFAT 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 79,250 shares
    Change vs previous 13F +12,860 shares

    0.02% of the 13F portfolio, value $5,539,656.

    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 66,390 shares
    Change vs previous 13F +363 shares

    0.02% of the 13F portfolio, value $4,146,077.

    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 66,027 shares
    Change vs previous 13F -17,477 shares

    0.02% of the 13F portfolio, value $3,931,255.

    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 83,504 shares
    Change vs previous 13F +73 shares

    0.03% of the 13F portfolio, value $4,860,763.

    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 83,431 shares
    Change vs previous 13F -19,289 shares

    0.03% of the 13F portfolio, value $4,501,941.

    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 102,720 shares
    Change vs previous 13F +578 shares

    0.04% of the 13F portfolio, value $5,289,068.

    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 102,142 shares
    Change vs previous 13F -1,147 shares

    0.04% of the 13F portfolio, value $5,685,226.

    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 103,289 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,745,940.

    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).