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Disclosery

MAI Capital Management: DFSV position timeline

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

MAI Capital Management held 68,127 DFSV 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 68,127 shares
    Change vs previous 13F +622 shares

    0.01% of the 13F portfolio, value $2,642,654.

    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 67,505 shares
    Change vs previous 13F +1,466 shares

    0.01% of the 13F portfolio, value $2,365,370.

    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 66,039 shares
    Change vs previous 13F -334 shares

    0.01% of the 13F portfolio, value $2,172,017.

    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 66,373 shares
    Change vs previous 13F +603 shares

    0.01% of the 13F portfolio, value $2,113,328.

    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 65,770 shares
    Change vs previous 13F +2,295 shares

    0.01% of the 13F portfolio, value $1,935,600.

    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 63,475 shares
    Change vs previous 13F +21,179 shares

    0.01% of the 13F portfolio, value $1,786,811.

    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 42,296 shares
    Change vs previous 13F +1,150 shares

    0.01% of the 13F portfolio, value $1,301,858.

    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 41,146 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,267,308.

    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).