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Disclosery

MAI Capital Management: VBR position timeline

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

MAI Capital Management held 87,560 VBR 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 87,560 shares
    Change vs previous 13F +8,957 shares

    0.08% of the 13F portfolio, value $21,276,188.

    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 78,603 shares
    Change vs previous 13F +1,095 shares

    0.1% of the 13F portfolio, value $17,076,483.

    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 77,508 shares
    Change vs previous 13F +14,563 shares

    0.09% of the 13F portfolio, value $16,415,505.

    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 62,945 shares
    Change vs previous 13F +9,621 shares

    0.08% of the 13F portfolio, value $13,137,340.

    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 53,324 shares
    Change vs previous 13F -686 shares

    0.07% of the 13F portfolio, value $10,398,634.

    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 54,010 shares
    Change vs previous 13F -702 shares

    0.08% of the 13F portfolio, value $10,061,491.

    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 54,712 shares
    Change vs previous 13F +30,706 shares

    0.08% of the 13F portfolio, value $10,842,758.

    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 24,006 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,820,001.

    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).