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Disclosery

MAI Capital Management: FPE position timeline

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

MAI Capital Management held 2,219,975 FPE 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 2,219,975 shares
    Change vs previous 13F +222,015 shares

    0.15% of the 13F portfolio, value $39,693,153.

    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 1,997,960 shares
    Change vs previous 13F +129,829 shares

    0.2% of the 13F portfolio, value $35,463,784.

    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 1,868,131 shares
    Change vs previous 13F +91,047 shares

    0.2% of the 13F portfolio, value $34,037,356.

    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 1,777,084 shares
    Change vs previous 13F +132,559 shares

    0.2% of the 13F portfolio, value $32,414,015.

    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 1,644,525 shares
    Change vs previous 13F +58,842 shares

    0.2% of the 13F portfolio, value $29,272,552.

    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 1,585,683 shares
    Change vs previous 13F +49,271 shares

    0.21% of the 13F portfolio, value $27,892,172.

    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 1,536,412 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $27,194,494.

    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).