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MAI Capital Management: FXL position timeline

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

MAI Capital Management held 65,270 FXL 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 65,270 shares
    Change vs previous 13F -1,150 shares

    0.05% of the 13F portfolio, value $14,177,896.

    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 66,420 shares
    Change vs previous 13F -1,349 shares

    0.06% of the 13F portfolio, value $10,552,207.

    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 67,769 shares
    Change vs previous 13F -6,701 shares

    0.07% of the 13F portfolio, value $11,404,232.

    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 74,470 shares
    Change vs previous 13F -1,680 shares

    0.08% of the 13F portfolio, value $12,510,280.

    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 76,150 shares
    Change vs previous 13F -1,764 shares

    0.08% of the 13F portfolio, value $11,982,832.

    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 77,914 shares
    Change vs previous 13F -406 shares

    0.08% of the 13F portfolio, value $10,304,169.

    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 78,320 shares
    Change vs previous 13F -5,018 shares

    0.09% of the 13F portfolio, value $11,634,484.

    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 83,338 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $11,554,442.

    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).