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Disclosery

MAI Capital Management: OWL position timeline

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

MAI Capital Management held 205,767 OWL 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 205,767 shares
    Change vs previous 13F -538,170 shares

    0.01% of the 13F portfolio, value $1,800,464.

    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 743,937 shares
    Change vs previous 13F -35,492 shares

    0.04% of the 13F portfolio, value $6,792,148.

    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 779,429 shares
    Change vs previous 13F +566,640 shares

    0.07% of the 13F portfolio, value $11,644,664.

    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 212,789 shares
    Change vs previous 13F +121 shares

    0.02% of the 13F portfolio, value $3,602,518.

    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 212,668 shares
    Change vs previous 13F -138 shares

    0.03% of the 13F portfolio, value $4,085,353.

    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 212,806 shares
    Change vs previous 13F +18,106 shares

    0.03% of the 13F portfolio, value $4,264,633.

    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 194,700 shares
    Change vs previous 13F +5,449 shares

    0.03% of the 13F portfolio, value $4,528,722.

    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 189,251 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,663,899.

    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).