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Disclosery

MAI Capital Management: IWP position timeline

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

MAI Capital Management held 152,623 IWP 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 152,623 shares
    Change vs previous 13F -9,654 shares

    0.09% of the 13F portfolio, value $22,345,524.

    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 162,277 shares
    Change vs previous 13F -25,595 shares

    0.12% of the 13F portfolio, value $20,790,910.

    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 187,872 shares
    Change vs previous 13F +54,526 shares

    0.15% of the 13F portfolio, value $25,727,135.

    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 133,346 shares
    Change vs previous 13F -445 shares

    0.12% of the 13F portfolio, value $18,989,817.

    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 133,791 shares
    Change vs previous 13F +10,712 shares

    0.13% of the 13F portfolio, value $18,554,075.

    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 123,079 shares
    Change vs previous 13F -185 shares

    0.11% of the 13F portfolio, value $14,460,572.

    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 123,264 shares
    Change vs previous 13F +9,286 shares

    0.12% of the 13F portfolio, value $15,623,722.

    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 113,978 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $13,368,471.

    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).