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MAI Capital Management: DG position timeline

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

MAI Capital Management held 18,948 DG 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 18,948 shares
    Change vs previous 13F +7,403 shares

    0.01% of the 13F portfolio, value $2,181,091.

    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 11,545 shares
    Change vs previous 13F +5,459 shares

    0.01% of the 13F portfolio, value $1,370,787.

    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 6,086 shares
    Change vs previous 13F +1,139 shares

    <0.01% of the 13F portfolio, value $808,034.

    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 4,947 shares
    Change vs previous 13F -487 shares

    <0.01% of the 13F portfolio, value $511,285.

    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 5,434 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $621,550.

    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 5,446 shares
    Change vs previous 13F -2,336 shares

    <0.01% of the 13F portfolio, value $478,842.

    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 7,782 shares
    Change vs previous 13F +5,263 shares

    <0.01% of the 13F portfolio, value $590,002.

    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 2,519 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $213,070.

    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).