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Disclosery

MAI Capital Management: PFEB position timeline

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

MAI Capital Management held 65,779 PFEB 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 65,779 shares
    Change vs previous 13F +6,613 shares

    0.01% of the 13F portfolio, value $2,832,423.

    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 59,166 shares
    Change vs previous 13F +19,886 shares

    0.01% of the 13F portfolio, value $2,372,537.

    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 39,280 shares
    Change vs previous 13F -9,419 shares

    0.01% of the 13F portfolio, value $1,599,419.

    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 48,699 shares
    Change vs previous 13F -29,645 shares

    0.01% of the 13F portfolio, value $1,932,869.

    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 78,344 shares
    Change vs previous 13F -3,925 shares

    0.02% of the 13F portfolio, value $2,977,861.

    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 82,269 shares
    Change vs previous 13F +31,296 shares

    0.02% of the 13F portfolio, value $2,946,862.

    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 50,973 shares
    Change vs previous 13F -4,889 shares

    0.01% of the 13F portfolio, value $1,875,793.

    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 55,862 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,013,253.

    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).