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Disclosery

MAI Capital Management: DFIC position timeline

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

MAI Capital Management held 109,344 DFIC 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 109,344 shares
    Change vs previous 13F +36,918 shares

    0.02% of the 13F portfolio, value $4,074,206.

    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 72,426 shares
    Change vs previous 13F -3,039 shares

    0.01% of the 13F portfolio, value $2,573,285.

    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 75,465 shares
    Change vs previous 13F -5,369 shares

    0.02% of the 13F portfolio, value $2,600,520.

    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 80,834 shares
    Change vs previous 13F +26,613 shares

    0.02% of the 13F portfolio, value $2,650,563.

    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 54,221 shares
    Change vs previous 13F +3,039 shares

    0.01% of the 13F portfolio, value $1,685,718.

    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 51,182 shares
    Change vs previous 13F +2,340 shares

    0.01% of the 13F portfolio, value $1,421,311.

    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 48,842 shares
    Change vs previous 13F +3,753 shares

    0.01% of the 13F portfolio, value $1,262,332.

    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 45,089 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,268,810.

    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).