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Disclosery

MAI Capital Management: IWD position timeline

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

MAI Capital Management held 382,514 IWD 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 382,514 shares
    Change vs previous 13F +21,447 shares

    0.35% of the 13F portfolio, value $92,732,964.

    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 361,067 shares
    Change vs previous 13F -1,033 shares

    0.44% of the 13F portfolio, value $77,149,262.

    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 362,100 shares
    Change vs previous 13F +5,702 shares

    0.44% of the 13F portfolio, value $76,164,155.

    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 356,398 shares
    Change vs previous 13F -2,141 shares

    0.45% of the 13F portfolio, value $72,559,043.

    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 358,539 shares
    Change vs previous 13F +32,527 shares

    0.48% of the 13F portfolio, value $69,639,066.

    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 326,012 shares
    Change vs previous 13F +5,591 shares

    0.46% of the 13F portfolio, value $61,342,376.

    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 320,421 shares
    Change vs previous 13F +12,459 shares

    0.44% of the 13F portfolio, value $59,319,509.

    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 307,962 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $58,451,147.

    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).