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Disclosery

MAI Capital Management: EFAV position timeline

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

MAI Capital Management held 40,162 EFAV 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 40,162 shares
    Change vs previous 13F -462 shares

    0.01% of the 13F portfolio, value $3,522,569.

    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 40,624 shares
    Change vs previous 13F -765 shares

    0.02% of the 13F portfolio, value $3,711,856.

    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 41,389 shares
    Change vs previous 13F -87 shares

    0.02% of the 13F portfolio, value $3,569,797.

    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 41,476 shares
    Change vs previous 13F +14,700 shares

    0.02% of the 13F portfolio, value $3,518,369.

    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 26,776 shares
    Change vs previous 13F -2,035 shares

    0.02% of the 13F portfolio, value $2,250,818.

    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 28,811 shares
    Change vs previous 13F -154 shares

    0.02% of the 13F portfolio, value $2,244,937.

    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 28,965 shares
    Change vs previous 13F -640 shares

    0.02% of the 13F portfolio, value $2,048,101.

    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 29,605 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,270,670.

    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).