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Disclosery

MAI Capital Management: VUSB position timeline

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

MAI Capital Management held 62,610 VUSB 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 62,610 shares
    Change vs previous 13F -3,565 shares

    0.01% of the 13F portfolio, value $3,116,726.

    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 66,175 shares
    Change vs previous 13F -620 shares

    0.02% of the 13F portfolio, value $3,294,523.

    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 66,795 shares
    Change vs previous 13F -15,038 shares

    0.02% of the 13F portfolio, value $3,329,063.

    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 81,833 shares
    Change vs previous 13F +13,070 shares

    0.03% of the 13F portfolio, value $4,091,241.

    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 68,763 shares
    Change vs previous 13F -1,042 shares

    0.02% of the 13F portfolio, value $3,428,868.

    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 69,805 shares
    Change vs previous 13F -840 shares

    0.03% of the 13F portfolio, value $3,480,129.

    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 70,645 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,505,405.

    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).