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Disclosery

MAI Capital Management: DFUS position timeline

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

MAI Capital Management held 29,466 DFUS 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 29,466 shares
    Change vs previous 13F +14,008 shares

    0.01% of the 13F portfolio, value $2,414,409.

    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 15,458 shares
    Change vs previous 13F -8,647 shares

    0.01% of the 13F portfolio, value $1,096,121.

    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 24,105 shares
    Change vs previous 13F -4,141 shares

    0.01% of the 13F portfolio, value $1,787,894.

    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 28,246 shares
    Change vs previous 13F +18,130 shares

    0.01% of the 13F portfolio, value $2,046,106.

    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 10,116 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $677,950.

    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 10,092 shares
    Change vs previous 13F +535 shares

    <0.01% of the 13F portfolio, value $610,344.

    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 9,557 shares
    Change vs previous 13F -745 shares

    <0.01% of the 13F portfolio, value $609,268.

    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 10,302 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $640,757.

    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).