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Disclosery

MAI Capital Management: TOTL position timeline

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

MAI Capital Management held 357,308 TOTL 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 357,308 shares
    Change vs previous 13F +9,862 shares

    0.05% of the 13F portfolio, value $14,102,950.

    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 347,446 shares
    Change vs previous 13F +51,552 shares

    0.08% of the 13F portfolio, value $13,804,029.

    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 295,894 shares
    Change vs previous 13F +44,635 shares

    0.07% of the 13F portfolio, value $11,909,738.

    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 251,259 shares
    Change vs previous 13F +42,447 shares

    0.06% of the 13F portfolio, value $10,193,569.

    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 208,812 shares
    Change vs previous 13F +31,065 shares

    0.06% of the 13F portfolio, value $8,375,456.

    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 177,747 shares
    Change vs previous 13F -7,344 shares

    0.05% of the 13F portfolio, value $7,161,413.

    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 185,091 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $7,290,717.

    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).