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Disclosery

MAI Capital Management: IWR position timeline

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

MAI Capital Management held 500,852 IWR 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 500,852 shares
    Change vs previous 13F +61,822 shares

    0.21% of the 13F portfolio, value $55,254,071.

    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 439,030 shares
    Change vs previous 13F -803 shares

    0.24% of the 13F portfolio, value $42,686,863.

    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 439,833 shares
    Change vs previous 13F +7,831 shares

    0.24% of the 13F portfolio, value $42,342,675.

    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 432,002 shares
    Change vs previous 13F -2,752 shares

    0.26% of the 13F portfolio, value $41,709,783.

    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 434,754 shares
    Change vs previous 13F +55,174 shares

    0.28% of the 13F portfolio, value $39,984,350.

    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 379,580 shares
    Change vs previous 13F +2,236 shares

    0.24% of the 13F portfolio, value $32,290,866.

    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 377,344 shares
    Change vs previous 13F +18,780 shares

    0.25% of the 13F portfolio, value $33,357,224.

    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 358,564 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $31,603,791.

    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).