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Disclosery

MAI Capital Management: IWN position timeline

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

MAI Capital Management held 257,908 IWN 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 257,908 shares
    Change vs previous 13F +324 shares

    0.22% of the 13F portfolio, value $57,049,178.

    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 257,584 shares
    Change vs previous 13F -842 shares

    0.28% of the 13F portfolio, value $48,835,414.

    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 258,426 shares
    Change vs previous 13F +4,343 shares

    0.27% of the 13F portfolio, value $46,829,391.

    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 254,083 shares
    Change vs previous 13F -3,096 shares

    0.28% of the 13F portfolio, value $44,924,492.

    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 257,179 shares
    Change vs previous 13F +66 shares

    0.28% of the 13F portfolio, value $40,572,588.

    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 257,113 shares
    Change vs previous 13F -1,583 shares

    0.29% of the 13F portfolio, value $38,818,855.

    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 258,696 shares
    Change vs previous 13F +22,281 shares

    0.32% of the 13F portfolio, value $42,470,194.

    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 236,415 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $39,438,820.

    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).