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MAI Capital Management: DTM position timeline

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

MAI Capital Management held 2,922 DTM 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 2,922 shares
    Change vs previous 13F +202 shares

    <0.01% of the 13F portfolio, value $428,753.

    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 2,720 shares
    Change vs previous 13F +83 shares

    <0.01% of the 13F portfolio, value $366,249.

    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 2,637 shares
    Change vs previous 13F -157 shares

    <0.01% of the 13F portfolio, value $315,549.

    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 2,794 shares
    Change vs previous 13F -294 shares

    <0.01% of the 13F portfolio, value $315,845.

    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 3,088 shares
    Change vs previous 13F +370 shares

    <0.01% of the 13F portfolio, value $339,359.

    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 2,718 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $262,195.

    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 2,721 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $270,510.

    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).