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Disclosery

MAI Capital Management: FDVV position timeline

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

MAI Capital Management held 61,351 FDVV 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 61,351 shares
    Change vs previous 13F +12,098 shares

    0.01% of the 13F portfolio, value $3,698,885.

    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 49,253 shares
    Change vs previous 13F +316 shares

    0.02% of the 13F portfolio, value $2,720,717.

    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 48,937 shares
    Change vs previous 13F -591 shares

    0.02% of the 13F portfolio, value $2,774,219.

    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 49,528 shares
    Change vs previous 13F -185 shares

    0.02% of the 13F portfolio, value $2,759,184.

    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 49,713 shares
    Change vs previous 13F +421 shares

    0.02% of the 13F portfolio, value $2,586,064.

    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 49,292 shares
    Change vs previous 13F -112 shares

    0.02% of the 13F portfolio, value $2,444,888.

    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 49,404 shares
    Change vs previous 13F +694 shares

    0.02% of the 13F portfolio, value $2,467,236.

    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 48,710 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,467,164.

    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).