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Disclosery

MAI Capital Management: SUSA position timeline

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

MAI Capital Management held 10,587 SUSA 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 10,587 shares
    Change vs previous 13F +5,646 shares

    0.01% of the 13F portfolio, value $1,633,543.

    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 4,941 shares
    Change vs previous 13F +474 shares

    <0.01% of the 13F portfolio, value $652,691.

    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 4,467 shares
    Change vs previous 13F -277 shares

    <0.01% of the 13F portfolio, value $622,466.

    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 4,744 shares
    Change vs previous 13F -43 shares

    <0.01% of the 13F portfolio, value $643,548.

    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 4,787 shares
    Change vs previous 13F -61 shares

    <0.01% of the 13F portfolio, value $606,795.

    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 4,848 shares
    Change vs previous 13F -515 shares

    <0.01% of the 13F portfolio, value $556,924.

    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 5,363 shares
    Change vs previous 13F -246 shares

    <0.01% of the 13F portfolio, value $652,062.

    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 5,609 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $675,153.

    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).