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MAI Capital Management: SYLD position timeline

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

MAI Capital Management held 7,068 SYLD 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 7,068 shares
    Change vs previous 13F -149 shares

    <0.01% of the 13F portfolio, value $559,008.

    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 7,217 shares
    Change vs previous 13F -112 shares

    <0.01% of the 13F portfolio, value $544,240.

    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 7,329 shares
    Change vs previous 13F -8,915 shares

    <0.01% of the 13F portfolio, value $509,532.

    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 16,244 shares
    Change vs previous 13F -1,902 shares

    0.01% of the 13F portfolio, value $1,115,346.

    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 18,146 shares
    Change vs previous 13F -8,553 shares

    0.01% of the 13F portfolio, value $1,180,062.

    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 26,699 shares
    Change vs previous 13F +3,453 shares

    0.01% of the 13F portfolio, value $1,703,383.

    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 23,246 shares
    Change vs previous 13F +28 shares

    0.01% of the 13F portfolio, value $1,591,682.

    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 23,218 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,680,283.

    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).