Skip to content
Disclosery

MAI Capital Management: SOXX position timeline

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

MAI Capital Management held 24,160 SOXX 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 24,160 shares
    Change vs previous 13F -1,540 shares

    0.06% of the 13F portfolio, value $15,481,115.

    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 25,700 shares
    Change vs previous 13F -2,057 shares

    0.05% of the 13F portfolio, value $8,446,539.

    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 27,757 shares
    Change vs previous 13F -946 shares

    0.05% of the 13F portfolio, value $8,359,093.

    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 28,703 shares
    Change vs previous 13F -364 shares

    0.05% of the 13F portfolio, value $7,781,914.

    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 29,067 shares
    Change vs previous 13F +464 shares

    0.05% of the 13F portfolio, value $6,938,341.

    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 28,603 shares
    Change vs previous 13F -375 shares

    0.04% of the 13F portfolio, value $5,382,173.

    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 28,978 shares
    Change vs previous 13F +4,104 shares

    0.05% of the 13F portfolio, value $6,244,404.

    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 24,874 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,735,677.

    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).