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MAI Capital Management: IWO position timeline

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

MAI Capital Management held 103,431 IWO 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 103,431 shares
    Change vs previous 13F +81 shares

    0.16% of the 13F portfolio, value $40,747,483.

    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 103,350 shares
    Change vs previous 13F +5 shares

    0.18% of the 13F portfolio, value $32,432,337.

    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 103,345 shares
    Change vs previous 13F +3,153 shares

    0.19% of the 13F portfolio, value $33,381,486.

    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 100,192 shares
    Change vs previous 13F -1,500 shares

    0.2% of the 13F portfolio, value $32,065,349.

    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 101,692 shares
    Change vs previous 13F +404 shares

    0.2% of the 13F portfolio, value $29,069,560.

    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 101,288 shares
    Change vs previous 13F -919 shares

    0.2% of the 13F portfolio, value $25,882,035.

    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 102,207 shares
    Change vs previous 13F +3,507 shares

    0.22% of the 13F portfolio, value $29,417,133.

    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 98,700 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $28,030,690.

    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).