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Disclosery

MAI Capital Management: IWS position timeline

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

MAI Capital Management held 94,471 IWS 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 94,471 shares
    Change vs previous 13F +5,824 shares

    0.06% of the 13F portfolio, value $15,549,879.

    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 88,647 shares
    Change vs previous 13F -3,513 shares

    0.07% of the 13F portfolio, value $12,919,359.

    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 92,160 shares
    Change vs previous 13F +9,955 shares

    0.08% of the 13F portfolio, value $12,999,105.

    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 82,205 shares
    Change vs previous 13F +3,095 shares

    0.07% of the 13F portfolio, value $11,481,578.

    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 79,110 shares
    Change vs previous 13F +2,861 shares

    0.07% of the 13F portfolio, value $10,453,644.

    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 76,249 shares
    Change vs previous 13F -2,295 shares

    0.07% of the 13F portfolio, value $9,605,071.

    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 78,544 shares
    Change vs previous 13F +7,545 shares

    0.08% of the 13F portfolio, value $10,158,906.

    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 70,999 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $9,389,669.

    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).