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Disclosery

MAI Capital Management: TER position timeline

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

MAI Capital Management held 16,259 TER 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 16,259 shares
    Change vs previous 13F +6,070 shares

    0.03% of the 13F portfolio, value $7,867,288.

    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 10,189 shares
    Change vs previous 13F +2,315 shares

    0.02% of the 13F portfolio, value $3,020,501.

    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 7,874 shares
    Change vs previous 13F +253 shares

    0.01% of the 13F portfolio, value $1,523,999.

    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 7,621 shares
    Change vs previous 13F -282 shares

    0.01% of the 13F portfolio, value $1,049,022.

    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 7,903 shares
    Change vs previous 13F -1,616 shares

    <0.01% of the 13F portfolio, value $710,640.

    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 9,519 shares
    Change vs previous 13F -11 shares

    0.01% of the 13F portfolio, value $786,307.

    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 9,530 shares
    Change vs previous 13F -2,093 shares

    0.01% of the 13F portfolio, value $1,200,035.

    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 11,623 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,556,660.

    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).