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Disclosery

MAI Capital Management: SDY position timeline

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

MAI Capital Management held 1,002,472 SDY 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 1,002,472 shares
    Change vs previous 13F +10,182 shares

    0.58% of the 13F portfolio, value $152,556,129.

    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 992,290 shares
    Change vs previous 13F +200,540 shares

    0.82% of the 13F portfolio, value $144,814,779.

    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 791,750 shares
    Change vs previous 13F +19,368 shares

    0.64% of the 13F portfolio, value $110,179,892.

    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 772,382 shares
    Change vs previous 13F +5,300 shares

    0.68% of the 13F portfolio, value $108,172,091.

    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 767,082 shares
    Change vs previous 13F +18,830 shares

    0.72% of the 13F portfolio, value $104,116,021.

    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 748,252 shares
    Change vs previous 13F -10,978 shares

    0.77% of the 13F portfolio, value $101,522,775.

    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 759,230 shares
    Change vs previous 13F +240,670 shares

    0.75% of the 13F portfolio, value $100,294,283.

    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 518,560 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $73,656,200.

    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).