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MAI Capital Management: PPA position timeline

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

MAI Capital Management held 213,597 PPA 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 213,597 shares
    Change vs previous 13F -2,634 shares

    0.14% of the 13F portfolio, value $37,731,939.

    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 216,231 shares
    Change vs previous 13F -5,746 shares

    0.2% of the 13F portfolio, value $35,829,539.

    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 221,977 shares
    Change vs previous 13F -16,520 shares

    0.2% of the 13F portfolio, value $34,768,230.

    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 238,497 shares
    Change vs previous 13F -51,334 shares

    0.23% of the 13F portfolio, value $37,074,417.

    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 289,831 shares
    Change vs previous 13F -23,122 shares

    0.29% of the 13F portfolio, value $41,066,185.

    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 312,953 shares
    Change vs previous 13F -21,076 shares

    0.28% of the 13F portfolio, value $36,474,717.

    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 334,029 shares
    Change vs previous 13F -97,876 shares

    0.29% of the 13F portfolio, value $38,323,126.

    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 431,905 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $49,656,172.

    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).