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Disclosery

MAI Capital Management: SPHQ position timeline

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

MAI Capital Management held 108,151 SPHQ 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 108,151 shares
    Change vs previous 13F +4,659 shares

    0.04% of the 13F portfolio, value $9,744,409.

    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 103,492 shares
    Change vs previous 13F -433 shares

    0.04% of the 13F portfolio, value $7,781,555.

    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 103,925 shares
    Change vs previous 13F +8,149 shares

    0.05% of the 13F portfolio, value $7,799,576.

    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 95,776 shares
    Change vs previous 13F -1,265 shares

    0.04% of the 13F portfolio, value $7,019,449.

    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 97,041 shares
    Change vs previous 13F -5,822 shares

    0.05% of the 13F portfolio, value $6,915,156.

    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 102,863 shares
    Change vs previous 13F -8,025 shares

    0.05% of the 13F portfolio, value $6,823,949.

    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 110,888 shares
    Change vs previous 13F -10,467 shares

    0.06% of the 13F portfolio, value $7,432,797.

    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 121,355 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,163,545.

    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).