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Disclosery

MAI Capital Management: PSEP position timeline

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

MAI Capital Management held 86,820 PSEP 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 86,820 shares
    Change vs previous 13F -24,641 shares

    0.02% of the 13F portfolio, value $3,998,046.

    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 111,461 shares
    Change vs previous 13F -24,014 shares

    0.03% of the 13F portfolio, value $4,799,496.

    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 135,475 shares
    Change vs previous 13F -8,322 shares

    0.03% of the 13F portfolio, value $5,922,736.

    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 143,797 shares
    Change vs previous 13F +82,599 shares

    0.04% of the 13F portfolio, value $6,176,066.

    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 61,198 shares
    Change vs previous 13F -18,874 shares

    0.02% of the 13F portfolio, value $2,502,371.

    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 80,072 shares
    Change vs previous 13F -23,148 shares

    0.02% of the 13F portfolio, value $3,075,579.

    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 103,220 shares
    Change vs previous 13F -49,628 shares

    0.03% of the 13F portfolio, value $4,034,399.

    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 152,848 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,889,247.

    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).