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MAI Capital Management: PBP position timeline

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

MAI Capital Management held 512,601 PBP 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 512,601 shares
    Change vs previous 13F +53,574 shares

    0.04% of the 13F portfolio, value $11,738,559.

    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 459,027 shares
    Change vs previous 13F +21,653 shares

    0.06% of the 13F portfolio, value $10,094,006.

    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 437,374 shares
    Change vs previous 13F +25,548 shares

    0.06% of the 13F portfolio, value $9,985,112.

    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 411,826 shares
    Change vs previous 13F -11,339 shares

    0.06% of the 13F portfolio, value $9,109,590.

    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 423,165 shares
    Change vs previous 13F +75,071 shares

    0.06% of the 13F portfolio, value $9,250,387.

    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 348,094 shares
    Change vs previous 13F +70,996 shares

    0.06% of the 13F portfolio, value $7,717,253.

    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 277,098 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,531,207.

    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).