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Disclosery

MAI Capital Management: ERIE position timeline

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

MAI Capital Management held 29,430 ERIE 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 29,430 shares
    Change vs previous 13F +151 shares

    0.03% of the 13F portfolio, value $7,055,843.

    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 29,279 shares
    Change vs previous 13F +48 shares

    0.04% of the 13F portfolio, value $7,358,106.

    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 29,231 shares
    Change vs previous 13F +492 shares

    0.05% of the 13F portfolio, value $8,379,067.

    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 28,739 shares
    Change vs previous 13F -22 shares

    0.06% of the 13F portfolio, value $9,143,601.

    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 28,761 shares
    Change vs previous 13F +39 shares

    0.07% of the 13F portfolio, value $9,974,028.

    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 28,722 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $12,035,955.

    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 28,722 shares
    Change vs previous 13F +27,199 shares

    0.09% of the 13F portfolio, value $11,840,071.

    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 1,523 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $822,203.

    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).