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Disclosery

MAI Capital Management: PFM position timeline

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

MAI Capital Management held 38,392 PFM 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 38,392 shares
    Change vs previous 13F +1,035 shares

    0.01% of the 13F portfolio, value $2,129,001.

    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 37,357 shares
    Change vs previous 13F -318 shares

    0.01% of the 13F portfolio, value $1,908,648.

    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 37,675 shares
    Change vs previous 13F -508 shares

    0.01% of the 13F portfolio, value $1,940,415.

    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 38,183 shares
    Change vs previous 13F -126 shares

    0.01% of the 13F portfolio, value $1,937,476.

    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 38,309 shares
    Change vs previous 13F -306 shares

    0.01% of the 13F portfolio, value $1,845,360.

    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 38,615 shares
    Change vs previous 13F -222 shares

    0.01% of the 13F portfolio, value $1,767,802.

    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 38,837 shares
    Change vs previous 13F +82 shares

    0.01% of the 13F portfolio, value $1,781,066.

    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 38,755 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,804,042.

    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).