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Disclosery

MAI Capital Management: IVE position timeline

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

MAI Capital Management held 1,225,815 IVE 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 1,225,815 shares
    Change vs previous 13F +218,009 shares

    1.06% of the 13F portfolio, value $278,333,654.

    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 1,007,806 shares
    Change vs previous 13F -9,996 shares

    1.21% of the 13F portfolio, value $212,798,273.

    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 1,017,802 shares
    Change vs previous 13F -3,158 shares

    1.25% of the 13F portfolio, value $215,845,354.

    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 1,020,960 shares
    Change vs previous 13F +1,433 shares

    1.32% of the 13F portfolio, value $210,838,410.

    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 1,019,527 shares
    Change vs previous 13F +33,807 shares

    1.38% of the 13F portfolio, value $199,236,050.

    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 985,720 shares
    Change vs previous 13F -36,793 shares

    1.42% of the 13F portfolio, value $187,858,606.

    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 1,022,513 shares
    Change vs previous 13F +267,927 shares

    1.45% of the 13F portfolio, value $195,177,376.

    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 754,586 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $148,781,655.

    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).