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Disclosery

MAI Capital Management: IBTG position timeline

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

MAI Capital Management held 219,815 IBTG 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 219,815 shares
    Change vs previous 13F +4,119 shares

    0.02% of the 13F portfolio, value $5,031,559.

    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 215,696 shares
    Change vs previous 13F +45,199 shares

    0.03% of the 13F portfolio, value $4,942,677.

    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 170,497 shares
    Change vs previous 13F +3,767 shares

    0.02% of the 13F portfolio, value $3,900,126.

    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 166,730 shares
    Change vs previous 13F +1,400 shares

    0.02% of the 13F portfolio, value $3,826,448.

    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 165,330 shares
    Change vs previous 13F +875 shares

    0.03% of the 13F portfolio, value $3,791,020.

    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 164,455 shares
    Change vs previous 13F -6,646 shares

    0.03% of the 13F portfolio, value $3,772,591.

    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 171,101 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,902,806.

    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).