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Disclosery

MAI Capital Management: VLUE position timeline

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

MAI Capital Management held 2,128 VLUE 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 2,128 shares
    Change vs previous 13F +557 shares

    <0.01% of the 13F portfolio, value $425,221.

    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 1,571 shares
    Change vs previous 13F +146 shares

    <0.01% of the 13F portfolio, value $223,381.

    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 1,425 shares
    Change vs previous 13F -86 shares

    <0.01% of the 13F portfolio, value $194,841.

    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 1,511 shares
    Change vs previous 13F -33 shares

    <0.01% of the 13F portfolio, value $188,951.

    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 1,544 shares
    Change vs previous 13F -155 shares

    <0.01% of the 13F portfolio, value $174,797.

    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 1,699 shares
    Change vs previous 13F -140 shares

    <0.01% of the 13F portfolio, value $181,199.

    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 1,839 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $194,217.

    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).