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Disclosery

MAI Capital Management: USFR position timeline

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

MAI Capital Management held 267,266 USFR 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 267,266 shares
    Change vs previous 13F -25,517 shares

    0.05% of the 13F portfolio, value $13,456,843.

    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 292,783 shares
    Change vs previous 13F +11,909 shares

    0.08% of the 13F portfolio, value $14,738,688.

    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 280,874 shares
    Change vs previous 13F +19,311 shares

    0.08% of the 13F portfolio, value $14,133,605.

    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 261,563 shares
    Change vs previous 13F +4,386 shares

    0.08% of the 13F portfolio, value $13,148,768.

    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 257,177 shares
    Change vs previous 13F +5,490 shares

    0.09% of the 13F portfolio, value $12,938,595.

    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 251,687 shares
    Change vs previous 13F -23,978 shares

    0.1% of the 13F portfolio, value $12,667,399.

    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 275,665 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $13,871,466.

    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).