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Disclosery

MAI Capital Management: LMBS position timeline

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

MAI Capital Management held 12,762 LMBS 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 12,762 shares
    Change vs previous 13F -2,235 shares

    <0.01% of the 13F portfolio, value $635,299.

    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 14,997 shares
    Change vs previous 13F -2,297 shares

    <0.01% of the 13F portfolio, value $746,993.

    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 17,294 shares
    Change vs previous 13F +6,186 shares

    0.01% of the 13F portfolio, value $864,546.

    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 11,108 shares
    Change vs previous 13F +2,320 shares

    <0.01% of the 13F portfolio, value $553,093.

    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 8,788 shares
    Change vs previous 13F -64,002 shares

    <0.01% of the 13F portfolio, value $432,879.

    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 72,790 shares
    Change vs previous 13F +4,616 shares

    0.03% of the 13F portfolio, value $3,578,362.

    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 68,174 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,318,047.

    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).