Skip to content
Disclosery

MAI Capital Management: FNDX position timeline

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

MAI Capital Management held 761,166 FNDX 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 761,166 shares
    Change vs previous 13F +55,284 shares

    0.09% of the 13F portfolio, value $23,672,254.

    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 705,882 shares
    Change vs previous 13F +89,689 shares

    0.11% of the 13F portfolio, value $19,658,808.

    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 616,193 shares
    Change vs previous 13F +158,115 shares

    0.1% of the 13F portfolio, value $16,766,609.

    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 458,078 shares
    Change vs previous 13F +72,007 shares

    0.08% of the 13F portfolio, value $12,047,463.

    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 386,071 shares
    Change vs previous 13F +6,867 shares

    0.07% of the 13F portfolio, value $9,474,186.

    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 379,204 shares
    Change vs previous 13F +8,934 shares

    0.07% of the 13F portfolio, value $8,953,014.

    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 370,270 shares
    Change vs previous 13F +264,767 shares

    0.07% of the 13F portfolio, value $8,767,985.

    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 105,503 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,570,924.

    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).