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MAI Capital Management: SUB position timeline

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

MAI Capital Management held 24,510 SUB 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 24,510 shares
    Change vs previous 13F -1,500 shares

    0.01% of the 13F portfolio, value $2,609,582.

    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 26,010 shares
    Change vs previous 13F -1,662 shares

    0.02% of the 13F portfolio, value $2,770,107.

    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 27,672 shares
    Change vs previous 13F +80 shares

    0.02% of the 13F portfolio, value $2,952,649.

    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 27,592 shares
    Change vs previous 13F +3,540 shares

    0.02% of the 13F portfolio, value $2,946,250.

    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 24,052 shares
    Change vs previous 13F -362 shares

    0.02% of the 13F portfolio, value $2,557,674.

    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 24,414 shares
    Change vs previous 13F -4,988 shares

    0.02% of the 13F portfolio, value $2,578,106.

    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 29,402 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,101,273.

    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).