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Disclosery

MAI Capital Management: HLN position timeline

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

MAI Capital Management held 29,413 HLN 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 29,413 shares
    Change vs previous 13F +9,731 shares

    <0.01% of the 13F portfolio, value $274,423.

    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 19,682 shares
    Change vs previous 13F +1,364 shares

    <0.01% of the 13F portfolio, value $197,015.

    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 18,318 shares
    Change vs previous 13F +167 shares

    <0.01% of the 13F portfolio, value $185,195.

    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 18,151 shares
    Change vs previous 13F -2,805 shares

    <0.01% of the 13F portfolio, value $162,812.

    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 20,956 shares
    Change vs previous 13F +6,013 shares

    <0.01% of the 13F portfolio, value $217,314.

    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 14,943 shares
    Change vs previous 13F -6,779 shares

    <0.01% of the 13F portfolio, value $153,759.

    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 21,722 shares
    Change vs previous 13F -10,787 shares

    <0.01% of the 13F portfolio, value $207,231.

    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 32,509 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $343,941.

    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).