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Disclosery

MAI Capital Management: EXE position timeline

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

MAI Capital Management held 6,392 EXE 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 6,392 shares
    Change vs previous 13F -869 shares

    <0.01% of the 13F portfolio, value $582,936.

    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 7,261 shares
    Change vs previous 13F +6,607 shares

    <0.01% of the 13F portfolio, value $797,113.

    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 654 shares
    Change vs previous 13F +54 shares

    <0.01% of the 13F portfolio, value $72,176.

    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 600 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $63,691.

    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 605 shares
    Change vs previous 13F +339 shares

    <0.01% of the 13F portfolio, value $70,691.

    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 266 shares
    Change vs previous 13F -15 shares

    <0.01% of the 13F portfolio, value $29,556.

    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 281 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $27,924.

    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).