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MAI Capital Management: IWV position timeline

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

MAI Capital Management held 14,352 IWV 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 14,352 shares
    Change vs previous 13F +2,592 shares

    0.02% of the 13F portfolio, value $6,119,612.

    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 11,760 shares
    Change vs previous 13F +591 shares

    0.02% of the 13F portfolio, value $4,359,118.

    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 11,169 shares
    Change vs previous 13F +3,335 shares

    0.02% of the 13F portfolio, value $4,320,764.

    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 7,834 shares
    Change vs previous 13F +132 shares

    0.02% of the 13F portfolio, value $2,968,755.

    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 7,702 shares
    Change vs previous 13F +1,897 shares

    0.02% of the 13F portfolio, value $2,703,422.

    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 5,805 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $1,843,772.

    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 5,801 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,939,149.

    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 5,801 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,895,312.

    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).