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Disclosery

MAI Capital Management: EW position timeline

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

MAI Capital Management held 26,116 EW 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 26,116 shares
    Change vs previous 13F -62,364 shares

    0.01% of the 13F portfolio, value $2,362,486.

    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 88,480 shares
    Change vs previous 13F +532 shares

    0.04% of the 13F portfolio, value $7,085,507.

    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 87,948 shares
    Change vs previous 13F -1,369 shares

    0.04% of the 13F portfolio, value $7,497,538.

    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 89,317 shares
    Change vs previous 13F +2,783 shares

    0.04% of the 13F portfolio, value $6,946,152.

    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 86,534 shares
    Change vs previous 13F +607 shares

    0.05% of the 13F portfolio, value $6,767,793.

    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 85,927 shares
    Change vs previous 13F +21,192 shares

    0.05% of the 13F portfolio, value $6,227,960.

    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 64,735 shares
    Change vs previous 13F +1,127 shares

    0.04% of the 13F portfolio, value $4,792,327.

    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 63,608 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,197,460.

    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).