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Disclosery

MAI Capital Management: VHT position timeline

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

MAI Capital Management held 201,925 VHT 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 201,925 shares
    Change vs previous 13F +15,940 shares

    0.23% of the 13F portfolio, value $60,377,808.

    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 185,985 shares
    Change vs previous 13F +7,051 shares

    0.29% of the 13F portfolio, value $50,649,305.

    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 178,934 shares
    Change vs previous 13F +12,790 shares

    0.3% of the 13F portfolio, value $51,506,227.

    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 166,144 shares
    Change vs previous 13F +1,687 shares

    0.27% of the 13F portfolio, value $43,131,074.

    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 164,457 shares
    Change vs previous 13F -3,606 shares

    0.28% of the 13F portfolio, value $40,841,368.

    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 168,063 shares
    Change vs previous 13F +16,952 shares

    0.34% of the 13F portfolio, value $44,491,223.

    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 151,111 shares
    Change vs previous 13F +24,962 shares

    0.29% of the 13F portfolio, value $38,335,435.

    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 126,149 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $35,599,178.

    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).