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Disclosery

MAI Capital Management: IVW position timeline

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

MAI Capital Management held 1,124,765 IVW 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 1,124,765 shares
    Change vs previous 13F +17,077 shares

    0.59% of the 13F portfolio, value $154,689,059.

    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 1,107,688 shares
    Change vs previous 13F -6,135 shares

    0.71% of the 13F portfolio, value $125,290,585.

    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 1,113,823 shares
    Change vs previous 13F +2,229 shares

    0.79% of the 13F portfolio, value $137,289,783.

    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 1,111,594 shares
    Change vs previous 13F -2,498 shares

    0.84% of the 13F portfolio, value $134,191,578.

    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 1,114,092 shares
    Change vs previous 13F +61,879 shares

    0.85% of the 13F portfolio, value $122,661,550.

    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 1,052,213 shares
    Change vs previous 13F -151,557 shares

    0.74% of the 13F portfolio, value $97,676,953.

    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 1,203,770 shares
    Change vs previous 13F +243,242 shares

    0.91% of the 13F portfolio, value $122,218,756.

    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 960,528 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $91,970,603.

    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).