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Disclosery

MAI Capital Management: OEF position timeline

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

MAI Capital Management held 411,508 OEF 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 411,508 shares
    Change vs previous 13F +401,583 shares

    0.57% of the 13F portfolio, value $150,558,352.

    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 9,925 shares
    Change vs previous 13F -295 shares

    0.02% of the 13F portfolio, value $3,156,742.

    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 10,220 shares
    Change vs previous 13F +988 shares

    0.02% of the 13F portfolio, value $3,505,017.

    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 9,232 shares
    Change vs previous 13F +450 shares

    0.02% of the 13F portfolio, value $3,072,664.

    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 8,782 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $2,672,909.

    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 8,777 shares
    Change vs previous 13F -746 shares

    0.02% of the 13F portfolio, value $2,377,071.

    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 9,523 shares
    Change vs previous 13F +3,958 shares

    0.02% of the 13F portfolio, value $2,750,856.

    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 5,565 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,540,215.

    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).