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Disclosery

MAI Capital Management: USMV position timeline

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

MAI Capital Management held 686,315 USMV 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 686,315 shares
    Change vs previous 13F -12,078 shares

    0.25% of the 13F portfolio, value $66,201,921.

    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 698,393 shares
    Change vs previous 13F -14,301 shares

    0.37% of the 13F portfolio, value $64,768,997.

    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 712,694 shares
    Change vs previous 13F +206,721 shares

    0.39% of the 13F portfolio, value $67,107,296.

    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 505,973 shares
    Change vs previous 13F +7,118 shares

    0.3% of the 13F portfolio, value $48,138,291.

    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 498,855 shares
    Change vs previous 13F -3,945 shares

    0.33% of the 13F portfolio, value $46,827,528.

    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 502,800 shares
    Change vs previous 13F -9,062 shares

    0.36% of the 13F portfolio, value $47,092,214.

    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 511,862 shares
    Change vs previous 13F +352,324 shares

    0.34% of the 13F portfolio, value $45,448,247.

    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 159,538 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $14,567,413.

    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).