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Disclosery

MAI Capital Management: IYW position timeline

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

MAI Capital Management held 56,352 IYW 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 56,352 shares
    Change vs previous 13F +934 shares

    0.05% of the 13F portfolio, value $14,213,768.

    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 55,418 shares
    Change vs previous 13F -590 shares

    0.06% of the 13F portfolio, value $10,053,969.

    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 56,008 shares
    Change vs previous 13F +574 shares

    0.06% of the 13F portfolio, value $11,183,675.

    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 55,434 shares
    Change vs previous 13F -363 shares

    0.07% of the 13F portfolio, value $10,857,263.

    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 55,797 shares
    Change vs previous 13F -576 shares

    0.07% of the 13F portfolio, value $9,667,900.

    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 56,373 shares
    Change vs previous 13F -1,700 shares

    0.06% of the 13F portfolio, value $7,916,983.

    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 58,073 shares
    Change vs previous 13F +37,156 shares

    0.07% of the 13F portfolio, value $9,263,802.

    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 20,917 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,171,451.

    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).