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MAI Capital Management: MLM position timeline

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

MAI Capital Management held 1,732 MLM 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 1,732 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $999,109.

    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 1,739 shares
    Change vs previous 13F -41 shares

    0.01% of the 13F portfolio, value $1,023,474.

    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 1,780 shares
    Change vs previous 13F -104 shares

    0.01% of the 13F portfolio, value $1,108,546.

    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 1,884 shares
    Change vs previous 13F -96 shares

    0.01% of the 13F portfolio, value $1,187,313.

    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 1,980 shares
    Change vs previous 13F -304 shares

    0.01% of the 13F portfolio, value $1,086,954.

    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 2,284 shares
    Change vs previous 13F -284 shares

    0.01% of the 13F portfolio, value $1,092,092.

    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 2,568 shares
    Change vs previous 13F -153 shares

    0.01% of the 13F portfolio, value $1,326,560.

    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 2,721 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,464,803.

    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).