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Disclosery

MAI Capital Management: VTIP position timeline

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

MAI Capital Management held 2,338,765 VTIP 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 2,338,765 shares
    Change vs previous 13F +2,335,038 shares

    0.45% of the 13F portfolio, value $117,476,181.

    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 3,727 shares
    Change vs previous 13F -20,097 shares

    <0.01% of the 13F portfolio, value $186,186.

    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 23,824 shares
    Change vs previous 13F -32,283 shares

    0.01% of the 13F portfolio, value $1,178,357.

    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 56,107 shares
    Change vs previous 13F +387 shares

    0.02% of the 13F portfolio, value $2,840,707.

    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 55,720 shares
    Change vs previous 13F +6,414 shares

    0.02% of the 13F portfolio, value $2,801,025.

    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 49,306 shares
    Change vs previous 13F +47,128 shares

    0.02% of the 13F portfolio, value $2,460,374.

    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 2,178 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $105,464.

    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).