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Disclosery

MAI Capital Management: FNDA position timeline

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

MAI Capital Management held 457,746 FNDA 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 457,746 shares
    Change vs previous 13F +25,949 shares

    0.07% of the 13F portfolio, value $17,421,811.

    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 431,797 shares
    Change vs previous 13F +44,421 shares

    0.08% of the 13F portfolio, value $14,003,172.

    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 387,376 shares
    Change vs previous 13F +48,167 shares

    0.07% of the 13F portfolio, value $12,206,205.

    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 339,209 shares
    Change vs previous 13F +17,214 shares

    0.07% of the 13F portfolio, value $10,569,757.

    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 321,995 shares
    Change vs previous 13F -15,140 shares

    0.06% of the 13F portfolio, value $9,225,150.

    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 337,135 shares
    Change vs previous 13F -5,079 shares

    0.07% of the 13F portfolio, value $9,234,119.

    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 342,214 shares
    Change vs previous 13F +170,016 shares

    0.08% of the 13F portfolio, value $10,163,763.

    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 172,198 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,257,859.

    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).