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Disclosery

MAI Capital Management: MUNI position timeline

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

MAI Capital Management held 166,336 MUNI 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 166,336 shares
    Change vs previous 13F -266 shares

    0.03% of the 13F portfolio, value $8,749,286.

    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 166,602 shares
    Change vs previous 13F +11,289 shares

    0.05% of the 13F portfolio, value $8,694,948.

    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 155,313 shares
    Change vs previous 13F +8,585 shares

    0.05% of the 13F portfolio, value $8,139,975.

    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 146,728 shares
    Change vs previous 13F -4,506 shares

    0.05% of the 13F portfolio, value $7,670,939.

    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 151,234 shares
    Change vs previous 13F -18,530 shares

    0.05% of the 13F portfolio, value $7,767,356.

    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 169,764 shares
    Change vs previous 13F -1,975 shares

    0.07% of the 13F portfolio, value $8,751,355.

    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 171,739 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $8,884,053.

    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).