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Disclosery

MAI Capital Management: DFUV position timeline

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

MAI Capital Management held 329,154 DFUV 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 329,154 shares
    Change vs previous 13F +134,352 shares

    0.07% of the 13F portfolio, value $18,106,784.

    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 194,802 shares
    Change vs previous 13F -1,916 shares

    0.05% of the 13F portfolio, value $9,440,111.

    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 196,718 shares
    Change vs previous 13F -24,926 shares

    0.05% of the 13F portfolio, value $9,165,095.

    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 221,644 shares
    Change vs previous 13F +1,005 shares

    0.06% of the 13F portfolio, value $9,905,291.

    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 220,639 shares
    Change vs previous 13F -26,272 shares

    0.06% of the 13F portfolio, value $9,328,635.

    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 246,911 shares
    Change vs previous 13F +791 shares

    0.08% of the 13F portfolio, value $10,175,213.

    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 246,120 shares
    Change vs previous 13F -1,694 shares

    0.08% of the 13F portfolio, value $10,071,249.

    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 247,814 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,331,346.

    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).