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Disclosery

MAI Capital Management: ESGU position timeline

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

MAI Capital Management held 17,884 ESGU 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 17,884 shares
    Change vs previous 13F +835 shares

    0.01% of the 13F portfolio, value $2,927,076.

    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 17,049 shares
    Change vs previous 13F -531 shares

    0.01% of the 13F portfolio, value $2,411,070.

    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 17,580 shares
    Change vs previous 13F +1,216 shares

    0.02% of the 13F portfolio, value $2,619,040.

    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 16,364 shares
    Change vs previous 13F +10,215 shares

    0.01% of the 13F portfolio, value $2,382,560.

    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 6,149 shares
    Change vs previous 13F +231 shares

    0.01% of the 13F portfolio, value $831,993.

    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 5,918 shares
    Change vs previous 13F -729 shares

    0.01% of the 13F portfolio, value $721,442.

    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 6,647 shares
    Change vs previous 13F -571 shares

    0.01% of the 13F portfolio, value $856,245.

    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 7,218 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $910,797.

    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).