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Disclosery

MAI Capital Management: IYH position timeline

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

MAI Capital Management held 18,363 IYH 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 18,363 shares
    Change vs previous 13F +1,570 shares

    <0.01% of the 13F portfolio, value $1,230,516.

    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 16,793 shares
    Change vs previous 13F -317 shares

    0.01% of the 13F portfolio, value $1,035,129.

    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 17,110 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $1,113,892.

    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 17,101 shares
    Change vs previous 13F -247 shares

    0.01% of the 13F portfolio, value $1,004,189.

    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 17,348 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $979,836.

    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 17,340 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $1,055,858.

    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 17,333 shares
    Change vs previous 13F +505 shares

    0.01% of the 13F portfolio, value $1,010,019.

    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 16,828 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,093,850.

    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).