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Disclosery

MAI Capital Management: META position timeline

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

MAI Capital Management held 249,508 META 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 249,508 shares
    Change vs previous 13F +61,191 shares

    0.53% of the 13F portfolio, value $140,545,649.

    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 188,317 shares
    Change vs previous 13F +742 shares

    0.61% of the 13F portfolio, value $107,741,796.

    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 187,575 shares
    Change vs previous 13F +9,495 shares

    0.72% of the 13F portfolio, value $123,816,309.

    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 178,080 shares
    Change vs previous 13F -9,532 shares

    0.82% of the 13F portfolio, value $130,778,536.

    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 187,612 shares
    Change vs previous 13F -21,416 shares

    0.96% of the 13F portfolio, value $138,474,201.

    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 209,028 shares
    Change vs previous 13F +2,669 shares

    0.91% of the 13F portfolio, value $120,475,430.

    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 206,359 shares
    Change vs previous 13F +15,676 shares

    0.9% of the 13F portfolio, value $120,825,331.

    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 190,683 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $109,154,317.

    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).