Skip to content
Disclosery

MAI Capital Management: IEF position timeline

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

MAI Capital Management held 455,680 IEF 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 455,680 shares
    Change vs previous 13F -171,552 shares

    0.16% of the 13F portfolio, value $43,093,670.

    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 627,232 shares
    Change vs previous 13F +40,312 shares

    0.34% of the 13F portfolio, value $59,863,055.

    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 586,920 shares
    Change vs previous 13F +25,026 shares

    0.33% of the 13F portfolio, value $56,438,208.

    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 561,894 shares
    Change vs previous 13F +85,242 shares

    0.34% of the 13F portfolio, value $54,200,274.

    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 476,652 shares
    Change vs previous 13F +6,195 shares

    0.32% of the 13F portfolio, value $45,649,009.

    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 470,457 shares
    Change vs previous 13F +34,043 shares

    0.34% of the 13F portfolio, value $44,867,518.

    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 436,414 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $40,346,503.

    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).