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Disclosery

MAI Capital Management: NJUL position timeline

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

MAI Capital Management held 33,985 NJUL 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 33,985 shares
    Change vs previous 13F -272 shares

    0.01% of the 13F portfolio, value $2,631,481.

    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 34,257 shares
    Change vs previous 13F -6,054 shares

    0.01% of the 13F portfolio, value $2,446,474.

    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 40,311 shares
    Change vs previous 13F -34,705 shares

    0.02% of the 13F portfolio, value $2,927,413.

    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 75,016 shares
    Change vs previous 13F +48,494 shares

    0.03% of the 13F portfolio, value $5,334,152.

    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 26,522 shares
    Change vs previous 13F -16,476 shares

    0.01% of the 13F portfolio, value $1,805,113.

    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 42,998 shares
    Change vs previous 13F -79,927 shares

    0.02% of the 13F portfolio, value $2,581,051.

    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 122,925 shares
    Change vs previous 13F -5,384 shares

    0.06% of the 13F portfolio, value $7,717,256.

    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 128,309 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,803,776.

    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).