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Disclosery

MAI Capital Management: SGOV position timeline

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

MAI Capital Management held 1,408,479 SGOV 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 1,408,479 shares
    Change vs previous 13F +94,699 shares

    0.54% of the 13F portfolio, value $141,791,542.

    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 1,313,780 shares
    Change vs previous 13F -42,655 shares

    0.75% of the 13F portfolio, value $132,245,101.

    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 1,356,435 shares
    Change vs previous 13F -70,598 shares

    0.79% of the 13F portfolio, value $136,158,908.

    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 1,427,033 shares
    Change vs previous 13F -19,066 shares

    0.9% of the 13F portfolio, value $143,702,241.

    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 1,446,099 shares
    Change vs previous 13F -47,846 shares

    1.01% of the 13F portfolio, value $145,607,744.

    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 1,493,945 shares
    Change vs previous 13F +71,023 shares

    1.14% of the 13F portfolio, value $150,395,482.

    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 1,422,922 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $142,747,549.

    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).