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Disclosery

MAI Capital Management: IVV position timeline

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

MAI Capital Management held 2,471,229 IVV 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 2,471,229 shares
    Change vs previous 13F +741,391 shares

    7.04% of the 13F portfolio, value $1,850,679,781.

    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 1,729,838 shares
    Change vs previous 13F -876 shares

    6.41% of the 13F portfolio, value $1,129,947,610.

    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 1,730,714 shares
    Change vs previous 13F -2,250 shares

    6.86% of the 13F portfolio, value $1,185,435,262.

    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 1,732,964 shares
    Change vs previous 13F +8,811 shares

    7.26% of the 13F portfolio, value $1,159,872,604.

    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 1,724,153 shares
    Change vs previous 13F +81,751 shares

    7.43% of the 13F portfolio, value $1,070,526,674.

    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 1,642,402 shares
    Change vs previous 13F +26,359 shares

    6.99% of the 13F portfolio, value $922,865,545.

    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 1,616,043 shares
    Change vs previous 13F +119,871 shares

    7.09% of the 13F portfolio, value $951,332,404.

    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 1,496,172 shares
    Change vs previous 13F not available

    8.26% of the 13F portfolio, value $863,021,710.

    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).