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Disclosery

MAI Capital Management: FVAL position timeline

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

MAI Capital Management held 294,572 FVAL 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 294,572 shares
    Change vs previous 13F +7,993 shares

    0.09% of the 13F portfolio, value $22,957,255.

    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 286,579 shares
    Change vs previous 13F +11,008 shares

    0.11% of the 13F portfolio, value $19,888,562.

    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 275,571 shares
    Change vs previous 13F -23,480 shares

    0.12% of the 13F portfolio, value $19,915,492.

    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 299,051 shares
    Change vs previous 13F +148,716 shares

    0.13% of the 13F portfolio, value $20,595,619.

    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 150,335 shares
    Change vs previous 13F +189 shares

    0.07% of the 13F portfolio, value $9,601,875.

    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 150,146 shares
    Change vs previous 13F -1,400 shares

    0.07% of the 13F portfolio, value $8,947,204.

    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 151,546 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $9,323,584.

    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).