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Disclosery

MAI Capital Management: VRT position timeline

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

MAI Capital Management held 55,742 VRT 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 55,742 shares
    Change vs previous 13F +6,564 shares

    0.07% of the 13F portfolio, value $18,663,625.

    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 49,178 shares
    Change vs previous 13F +6,455 shares

    0.07% of the 13F portfolio, value $12,322,917.

    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 42,723 shares
    Change vs previous 13F +964 shares

    0.04% of the 13F portfolio, value $6,921,500.

    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 41,759 shares
    Change vs previous 13F +582 shares

    0.04% of the 13F portfolio, value $6,299,718.

    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 41,177 shares
    Change vs previous 13F -447 shares

    0.04% of the 13F portfolio, value $5,287,498.

    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 41,624 shares
    Change vs previous 13F +535 shares

    0.02% of the 13F portfolio, value $3,005,231.

    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 41,089 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,668,111.

    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).