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Disclosery

MAI Capital Management: SHY position timeline

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

MAI Capital Management held 148,847 SHY 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 148,847 shares
    Change vs previous 13F +24,194 shares

    0.05% of the 13F portfolio, value $12,221,876.

    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 124,653 shares
    Change vs previous 13F -68,748 shares

    0.06% of the 13F portfolio, value $10,292,616.

    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 193,401 shares
    Change vs previous 13F +72,231 shares

    0.09% of the 13F portfolio, value $16,017,438.

    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 121,170 shares
    Change vs previous 13F +21,488 shares

    0.06% of the 13F portfolio, value $10,052,281.

    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 99,682 shares
    Change vs previous 13F +14,705 shares

    0.06% of the 13F portfolio, value $8,259,619.

    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 84,977 shares
    Change vs previous 13F -2,408 shares

    0.05% of the 13F portfolio, value $7,030,108.

    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 87,385 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $7,163,787.

    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).