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Disclosery

MAI Capital Management: PFFD position timeline

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

MAI Capital Management held 854,288 PFFD 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 854,288 shares
    Change vs previous 13F +134,405 shares

    0.06% of the 13F portfolio, value $15,966,636.

    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 719,883 shares
    Change vs previous 13F +32,437 shares

    0.08% of the 13F portfolio, value $13,245,841.

    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 687,446 shares
    Change vs previous 13F +55,752 shares

    0.08% of the 13F portfolio, value $12,999,600.

    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 631,694 shares
    Change vs previous 13F +329,736 shares

    0.08% of the 13F portfolio, value $12,273,808.

    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 301,958 shares
    Change vs previous 13F -38,574 shares

    0.04% of the 13F portfolio, value $5,685,869.

    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 340,532 shares
    Change vs previous 13F +119,082 shares

    0.05% of the 13F portfolio, value $6,483,732.

    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 221,450 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,320,482.

    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).