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Disclosery

MAI Capital Management: IWM position timeline

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

MAI Capital Management held 555,936 IWM 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 555,936 shares
    Change vs previous 13F +47,177 shares

    0.64% of the 13F portfolio, value $167,031,184.

    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 508,759 shares
    Change vs previous 13F +13,662 shares

    0.72% of the 13F portfolio, value $126,172,228.

    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 495,097 shares
    Change vs previous 13F +11,170 shares

    0.7% of the 13F portfolio, value $121,873,197.

    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 483,927 shares
    Change vs previous 13F +2,176 shares

    0.73% of the 13F portfolio, value $117,091,028.

    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 481,751 shares
    Change vs previous 13F +38,161 shares

    0.72% of the 13F portfolio, value $103,956,967.

    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 443,590 shares
    Change vs previous 13F -13,171 shares

    0.67% of the 13F portfolio, value $88,491,839.

    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 456,761 shares
    Change vs previous 13F +14,604 shares

    0.75% of the 13F portfolio, value $100,925,838.

    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 442,157 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $97,667,980.

    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).