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Disclosery

MAI Capital Management: DOCS position timeline

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

MAI Capital Management held 168,439 DOCS 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 168,439 shares
    Change vs previous 13F +159,038 shares

    0.01% of the 13F portfolio, value $3,493,437.

    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 9,401 shares
    Change vs previous 13F -112 shares

    <0.01% of the 13F portfolio, value $219,044.

    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 9,513 shares
    Change vs previous 13F +3,517 shares

    <0.01% of the 13F portfolio, value $421,236.

    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 5,996 shares
    Change vs previous 13F +3,769 shares

    <0.01% of the 13F portfolio, value $438,608.

    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 2,227 shares
    Change vs previous 13F +82 shares

    <0.01% of the 13F portfolio, value $136,605.

    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 2,145 shares
    Change vs previous 13F -2,034 shares

    <0.01% of the 13F portfolio, value $124,475.

    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 4,179 shares
    Change vs previous 13F -1,010 shares

    <0.01% of the 13F portfolio, value $223,117.

    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 5,189 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $226,085.

    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).