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Disclosery

MAI Capital Management: IWF position timeline

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

MAI Capital Management held 1,603,274 IWF 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 1,603,274 shares
    Change vs previous 13F +1,210,162 shares

    0.76% of the 13F portfolio, value $199,078,514.

    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 393,112 shares
    Change vs previous 13F -87 shares

    0.95% of the 13F portfolio, value $167,622,879.

    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 393,199 shares
    Change vs previous 13F -7,249 shares

    1.08% of the 13F portfolio, value $186,101,163.

    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 400,448 shares
    Change vs previous 13F +1,797 shares

    1.17% of the 13F portfolio, value $187,573,744.

    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 398,651 shares
    Change vs previous 13F -21,878 shares

    1.18% of the 13F portfolio, value $169,259,295.

    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 420,529 shares
    Change vs previous 13F -6,150 shares

    1.15% of the 13F portfolio, value $151,848,682.

    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 426,679 shares
    Change vs previous 13F +33,720 shares

    1.28% of the 13F portfolio, value $171,345,598.

    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 392,959 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $147,509,007.

    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).