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MAI Capital Management: IBIT position timeline

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

MAI Capital Management held 320,998 IBIT 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 320,998 shares
    Change vs previous 13F +145,176 shares

    0.04% of the 13F portfolio, value $10,686,037.

    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 175,822 shares
    Change vs previous 13F +62,900 shares

    0.04% of the 13F portfolio, value $6,755,066.

    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 112,922 shares
    Change vs previous 13F +31,997 shares

    0.03% of the 13F portfolio, value $5,606,579.

    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 80,925 shares
    Change vs previous 13F +15,229 shares

    0.03% of the 13F portfolio, value $5,260,098.

    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 65,696 shares
    Change vs previous 13F +30,575 shares

    0.03% of the 13F portfolio, value $4,021,227.

    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 35,121 shares
    Change vs previous 13F +6,383 shares

    0.01% of the 13F portfolio, value $1,643,995.

    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 28,738 shares
    Change vs previous 13F +19,181 shares

    0.01% of the 13F portfolio, value $1,524,529.

    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 9,557 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $345,294.

    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).