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Disclosery

MAI Capital Management: VTWO position timeline

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

MAI Capital Management held 627,845 VTWO 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 627,845 shares
    Change vs previous 13F +619,508 shares

    0.29% of the 13F portfolio, value $76,233,023.

    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 8,337 shares
    Change vs previous 13F +1,857 shares

    <0.01% of the 13F portfolio, value $835,140.

    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 6,480 shares
    Change vs previous 13F +150 shares

    <0.01% of the 13F portfolio, value $644,878.

    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 6,330 shares
    Change vs previous 13F +3,532 shares

    <0.01% of the 13F portfolio, value $619,201.

    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 2,798 shares
    Change vs previous 13F -596 shares

    <0.01% of the 13F portfolio, value $244,042.

    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 3,394 shares
    Change vs previous 13F +420 shares

    <0.01% of the 13F portfolio, value $273,727.

    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 2,974 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $265,671.

    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).