Skip to content
Disclosery

MAI Capital Management: DFIV position timeline

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

MAI Capital Management held 247,904 DFIV 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 247,904 shares
    Change vs previous 13F +194,533 shares

    0.05% of the 13F portfolio, value $13,391,796.

    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 53,371 shares
    Change vs previous 13F +756 shares

    0.02% of the 13F portfolio, value $2,816,917.

    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 52,615 shares
    Change vs previous 13F +252 shares

    0.02% of the 13F portfolio, value $2,625,468.

    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 52,363 shares
    Change vs previous 13F +2,377 shares

    0.02% of the 13F portfolio, value $2,414,961.

    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 49,986 shares
    Change vs previous 13F +5,876 shares

    0.01% of the 13F portfolio, value $2,140,902.

    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 44,110 shares
    Change vs previous 13F +2,944 shares

    0.01% of the 13F portfolio, value $1,736,151.

    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 41,166 shares
    Change vs previous 13F -5,268 shares

    0.01% of the 13F portfolio, value $1,460,557.

    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 46,434 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,768,201.

    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).