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Disclosery

MAI Capital Management: VLU position timeline

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

MAI Capital Management held 53,398 VLU 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 53,398 shares
    Change vs previous 13F -4,426 shares

    0.05% of the 13F portfolio, value $12,719,715.

    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 57,824 shares
    Change vs previous 13F -978 shares

    0.07% of the 13F portfolio, value $12,430,751.

    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 58,802 shares
    Change vs previous 13F -170 shares

    0.07% of the 13F portfolio, value $12,385,879.

    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 58,972 shares
    Change vs previous 13F +538 shares

    0.08% of the 13F portfolio, value $12,037,439.

    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 58,434 shares
    Change vs previous 13F -2,710 shares

    0.08% of the 13F portfolio, value $11,228,120.

    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 61,144 shares
    Change vs previous 13F -1,295 shares

    0.09% of the 13F portfolio, value $11,239,520.

    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 62,439 shares
    Change vs previous 13F -1,460 shares

    0.09% of the 13F portfolio, value $11,491,796.

    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 63,899 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $11,784,276.

    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).