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Disclosery

MAI Capital Management: VOO position timeline

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

MAI Capital Management held 355,449 VOO 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 355,449 shares
    Change vs previous 13F +181,171 shares

    0.93% of the 13F portfolio, value $244,125,997.

    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 174,278 shares
    Change vs previous 13F +30,366 shares

    0.59% of the 13F portfolio, value $104,139,727.

    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 143,912 shares
    Change vs previous 13F +9,581 shares

    0.52% of the 13F portfolio, value $90,251,473.

    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 134,331 shares
    Change vs previous 13F +5,837 shares

    0.51% of the 13F portfolio, value $82,261,344.

    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 128,494 shares
    Change vs previous 13F +4,271 shares

    0.51% of the 13F portfolio, value $72,988,458.

    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 124,223 shares
    Change vs previous 13F +4,178 shares

    0.48% of the 13F portfolio, value $63,839,199.

    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 120,045 shares
    Change vs previous 13F +42,422 shares

    0.48% of the 13F portfolio, value $64,681,428.

    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 77,623 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $40,959,193.

    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).