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MAI Capital Management: FVD position timeline

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

MAI Capital Management held 40,898 FVD 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 40,898 shares
    Change vs previous 13F +1,683 shares

    0.01% of the 13F portfolio, value $1,970,489.

    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 39,215 shares
    Change vs previous 13F -7,951 shares

    0.01% of the 13F portfolio, value $1,844,281.

    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 47,166 shares
    Change vs previous 13F -2,526 shares

    0.01% of the 13F portfolio, value $2,173,417.

    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 49,692 shares
    Change vs previous 13F -2,291 shares

    0.01% of the 13F portfolio, value $2,297,750.

    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 51,983 shares
    Change vs previous 13F +5,490 shares

    0.02% of the 13F portfolio, value $2,323,627.

    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 46,493 shares
    Change vs previous 13F -3,269 shares

    0.02% of the 13F portfolio, value $2,073,109.

    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 49,762 shares
    Change vs previous 13F +146 shares

    0.02% of the 13F portfolio, value $2,171,610.

    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 49,616 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,257,013.

    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).