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Disclosery

MAI Capital Management: IWB position timeline

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

MAI Capital Management held 86,387 IWB 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 86,387 shares
    Change vs previous 13F +9,568 shares

    0.13% of the 13F portfolio, value $35,375,524.

    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 76,819 shares
    Change vs previous 13F -652 shares

    0.16% of the 13F portfolio, value $27,390,696.

    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 77,471 shares
    Change vs previous 13F -1,754 shares

    0.17% of the 13F portfolio, value $28,930,775.

    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 79,225 shares
    Change vs previous 13F -2,043 shares

    0.18% of the 13F portfolio, value $28,955,218.

    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 81,268 shares
    Change vs previous 13F +1,962 shares

    0.19% of the 13F portfolio, value $27,596,082.

    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 79,306 shares
    Change vs previous 13F +140 shares

    0.18% of the 13F portfolio, value $24,326,402.

    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 79,166 shares
    Change vs previous 13F +3,559 shares

    0.19% of the 13F portfolio, value $25,504,251.

    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 75,607 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $23,770,030.

    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).