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Disclosery

MAI Capital Management: RWJ position timeline

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

MAI Capital Management held 438,051 RWJ 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 438,051 shares
    Change vs previous 13F +14,541 shares

    0.1% of the 13F portfolio, value $26,064,017.

    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 423,510 shares
    Change vs previous 13F +3,082 shares

    0.12% of the 13F portfolio, value $21,378,797.

    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 420,428 shares
    Change vs previous 13F +4,450 shares

    0.12% of the 13F portfolio, value $20,483,238.

    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 415,978 shares
    Change vs previous 13F +23,156 shares

    0.13% of the 13F portfolio, value $20,091,745.

    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 392,822 shares
    Change vs previous 13F +16,833 shares

    0.12% of the 13F portfolio, value $17,005,248.

    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 375,989 shares
    Change vs previous 13F +6,000 shares

    0.12% of the 13F portfolio, value $15,302,763.

    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 369,989 shares
    Change vs previous 13F +358,371 shares

    0.13% of the 13F portfolio, value $16,930,688.

    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 11,618 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $531,061.

    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).