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MAI Capital Management: FXO position timeline

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

MAI Capital Management held 9,353 FXO 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 9,353 shares
    Change vs previous 13F -91 shares

    <0.01% of the 13F portfolio, value $584,217.

    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 9,444 shares
    Change vs previous 13F -123 shares

    <0.01% of the 13F portfolio, value $530,642.

    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 9,567 shares
    Change vs previous 13F -96 shares

    <0.01% of the 13F portfolio, value $577,396.

    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 9,663 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $573,873.

    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 9,665 shares
    Change vs previous 13F -27 shares

    <0.01% of the 13F portfolio, value $541,813.

    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 9,692 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $513,652.

    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 9,659 shares
    Change vs previous 13F -37 shares

    <0.01% of the 13F portfolio, value $522,840.

    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 9,696 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $495,775.

    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).