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Disclosery

MAI Capital Management: TLT position timeline

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

MAI Capital Management held 110,109 TLT 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 110,109 shares
    Change vs previous 13F +92,555 shares

    0.04% of the 13F portfolio, value $9,515,671.

    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 17,554 shares
    Change vs previous 13F -951 shares

    0.01% of the 13F portfolio, value $1,521,758.

    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 18,505 shares
    Change vs previous 13F -6,569 shares

    0.01% of the 13F portfolio, value $1,612,871.

    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 25,074 shares
    Change vs previous 13F +10,701 shares

    0.01% of the 13F portfolio, value $2,240,851.

    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 14,373 shares
    Change vs previous 13F -4,204 shares

    0.01% of the 13F portfolio, value $1,268,380.

    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 18,577 shares
    Change vs previous 13F +329 shares

    0.01% of the 13F portfolio, value $1,691,055.

    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 18,248 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,593,640.

    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).