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Disclosery

MAI Capital Management: SPLV position timeline

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

MAI Capital Management held 144,495 SPLV 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 144,495 shares
    Change vs previous 13F +663 shares

    0.04% of the 13F portfolio, value $10,822,733.

    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 143,832 shares
    Change vs previous 13F -1,187 shares

    0.06% of the 13F portfolio, value $10,519,905.

    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 145,019 shares
    Change vs previous 13F +1,401 shares

    0.06% of the 13F portfolio, value $10,357,283.

    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 143,618 shares
    Change vs previous 13F +308 shares

    0.07% of the 13F portfolio, value $10,553,047.

    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 143,310 shares
    Change vs previous 13F +9,639 shares

    0.07% of the 13F portfolio, value $10,435,857.

    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 133,671 shares
    Change vs previous 13F +3,047 shares

    0.08% of the 13F portfolio, value $9,987,885.

    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 130,624 shares
    Change vs previous 13F +117,163 shares

    0.07% of the 13F portfolio, value $9,143,669.

    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 13,461 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $965,550.

    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).