Skip to content
Disclosery

MAI Capital Management: EXC position timeline

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

MAI Capital Management held 47,554 EXC 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 47,554 shares
    Change vs previous 13F +5,238 shares

    0.01% of the 13F portfolio, value $2,216,966.

    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 42,316 shares
    Change vs previous 13F +1,389 shares

    0.01% of the 13F portfolio, value $2,074,311.

    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 40,927 shares
    Change vs previous 13F +565 shares

    0.01% of the 13F portfolio, value $1,784,017.

    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 40,362 shares
    Change vs previous 13F +1,785 shares

    0.01% of the 13F portfolio, value $1,816,709.

    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 38,577 shares
    Change vs previous 13F +1,073 shares

    0.01% of the 13F portfolio, value $1,675,023.

    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 37,504 shares
    Change vs previous 13F -217 shares

    0.01% of the 13F portfolio, value $1,728,200.

    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 37,721 shares
    Change vs previous 13F +8,148 shares

    0.01% of the 13F portfolio, value $1,419,811.

    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 29,573 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,199,185.

    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).