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Disclosery

MAI Capital Management: SMDV position timeline

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

MAI Capital Management held 2,926 SMDV 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 2,926 shares
    Change vs previous 13F -39 shares

    <0.01% of the 13F portfolio, value $225,415.

    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 2,965 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $203,937.

    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 2,949 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $194,875.

    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 2,925 shares
    Change vs previous 13F +628 shares

    <0.01% of the 13F portfolio, value $194,916.

    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 2,297 shares
    Change vs previous 13F -56 shares

    <0.01% of the 13F portfolio, value $149,465.

    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 2,353 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $154,364.

    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 2,353 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $159,260.

    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).