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Disclosery

MAI Capital Management: IDV position timeline

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

MAI Capital Management held 62,401 IDV 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 62,401 shares
    Change vs previous 13F +14,780 shares

    0.01% of the 13F portfolio, value $2,585,280.

    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 47,621 shares
    Change vs previous 13F +2,061 shares

    0.01% of the 13F portfolio, value $2,026,756.

    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 45,560 shares
    Change vs previous 13F +5,816 shares

    0.01% of the 13F portfolio, value $1,797,338.

    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 39,744 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $1,452,643.

    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 39,737 shares
    Change vs previous 13F +943 shares

    0.01% of the 13F portfolio, value $1,371,337.

    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 38,794 shares
    Change vs previous 13F -138 shares

    0.01% of the 13F portfolio, value $1,203,391.

    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 38,932 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $1,065,945.

    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 38,923 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,176,646.

    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).