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MAI Capital Management: QUAL position timeline

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

MAI Capital Management held 50,622 QUAL 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 50,622 shares
    Change vs previous 13F +2,096 shares

    0.04% of the 13F portfolio, value $11,108,178.

    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 48,526 shares
    Change vs previous 13F +204 shares

    0.05% of the 13F portfolio, value $9,307,860.

    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 48,322 shares
    Change vs previous 13F +13,641 shares

    0.06% of the 13F portfolio, value $9,597,641.

    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 34,681 shares
    Change vs previous 13F +335 shares

    0.04% of the 13F portfolio, value $6,745,518.

    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 34,346 shares
    Change vs previous 13F -1,235 shares

    0.04% of the 13F portfolio, value $6,279,063.

    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 35,581 shares
    Change vs previous 13F +833 shares

    0.05% of the 13F portfolio, value $6,080,510.

    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 34,748 shares
    Change vs previous 13F +735 shares

    0.05% of the 13F portfolio, value $6,187,896.

    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 34,013 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,098,536.

    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).