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Disclosery

MAI Capital Management: IBB position timeline

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

MAI Capital Management held 86,701 IBB 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 86,701 shares
    Change vs previous 13F +4,869 shares

    0.06% of the 13F portfolio, value $16,489,588.

    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 81,832 shares
    Change vs previous 13F +1,371 shares

    0.08% of the 13F portfolio, value $13,817,305.

    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 80,461 shares
    Change vs previous 13F +4,080 shares

    0.08% of the 13F portfolio, value $13,579,396.

    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 76,381 shares
    Change vs previous 13F +6,035 shares

    0.07% of the 13F portfolio, value $11,027,104.

    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 70,346 shares
    Change vs previous 13F -27,812 shares

    0.06% of the 13F portfolio, value $8,899,419.

    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 98,158 shares
    Change vs previous 13F +3,923 shares

    0.1% of the 13F portfolio, value $12,554,434.

    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 94,235 shares
    Change vs previous 13F +4,833 shares

    0.09% of the 13F portfolio, value $12,458,799.

    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 89,402 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $13,016,964.

    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).