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Disclosery

MAI Capital Management: USRT position timeline

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

MAI Capital Management held 10,011 USRT 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 10,011 shares
    Change vs previous 13F +6,031 shares

    <0.01% of the 13F portfolio, value $665,232.

    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 3,980 shares
    Change vs previous 13F +1,415 shares

    <0.01% of the 13F portfolio, value $235,577.

    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 2,565 shares
    Change vs previous 13F +669 shares

    <0.01% of the 13F portfolio, value $146,103.

    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 1,896 shares
    Change vs previous 13F -12,393 shares

    <0.01% of the 13F portfolio, value $111,334.

    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 14,289 shares
    Change vs previous 13F +63 shares

    0.01% of the 13F portfolio, value $808,175.

    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 14,226 shares
    Change vs previous 13F -1,339 shares

    0.01% of the 13F portfolio, value $819,405.

    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 15,565 shares
    Change vs previous 13F +64 shares

    0.01% of the 13F portfolio, value $892,059.

    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 15,501 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $954,420.

    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).