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Disclosery

MAI Capital Management: ITOT position timeline

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

MAI Capital Management held 147,454 ITOT 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 147,454 shares
    Change vs previous 13F +27,674 shares

    0.09% of the 13F portfolio, value $24,222,422.

    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 119,780 shares
    Change vs previous 13F +19,146 shares

    0.1% of the 13F portfolio, value $17,060,319.

    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 100,634 shares
    Change vs previous 13F +1,541 shares

    0.09% of the 13F portfolio, value $14,963,243.

    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 99,093 shares
    Change vs previous 13F +4,005 shares

    0.09% of the 13F portfolio, value $14,432,826.

    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 95,088 shares
    Change vs previous 13F +1,726 shares

    0.09% of the 13F portfolio, value $12,840,698.

    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 93,362 shares
    Change vs previous 13F +5,271 shares

    0.09% of the 13F portfolio, value $11,391,152.

    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 88,091 shares
    Change vs previous 13F -4,344 shares

    0.08% of the 13F portfolio, value $11,330,268.

    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 92,435 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $11,611,662.

    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).