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Disclosery

MAI Capital Management: VFH position timeline

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

MAI Capital Management held 37,853 VFH 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 37,853 shares
    Change vs previous 13F +6,607 shares

    0.02% of the 13F portfolio, value $4,981,465.

    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 31,246 shares
    Change vs previous 13F -973 shares

    0.02% of the 13F portfolio, value $3,774,832.

    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 32,219 shares
    Change vs previous 13F +353 shares

    0.02% of the 13F portfolio, value $4,300,855.

    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 31,866 shares
    Change vs previous 13F +658 shares

    0.03% of the 13F portfolio, value $4,182,079.

    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 31,208 shares
    Change vs previous 13F -1,850 shares

    0.03% of the 13F portfolio, value $3,972,810.

    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 33,058 shares
    Change vs previous 13F +869 shares

    0.03% of the 13F portfolio, value $3,949,429.

    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 32,189 shares
    Change vs previous 13F +23,462 shares

    0.03% of the 13F portfolio, value $3,800,596.

    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 8,727 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $959,139.

    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).