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Disclosery

MAI Capital Management: VYM position timeline

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

MAI Capital Management held 140,259 VYM 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 140,259 shares
    Change vs previous 13F +31,002 shares

    0.08% of the 13F portfolio, value $22,165,183.

    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 109,257 shares
    Change vs previous 13F +603 shares

    0.09% of the 13F portfolio, value $16,180,965.

    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 108,654 shares
    Change vs previous 13F +36,046 shares

    0.09% of the 13F portfolio, value $15,594,055.

    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 72,608 shares
    Change vs previous 13F +9,736 shares

    0.06% of the 13F portfolio, value $10,234,108.

    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 62,872 shares
    Change vs previous 13F -65 shares

    0.06% of the 13F portfolio, value $8,381,518.

    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 62,937 shares
    Change vs previous 13F -548 shares

    0.06% of the 13F portfolio, value $8,116,342.

    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 63,485 shares
    Change vs previous 13F +32,517 shares

    0.06% of the 13F portfolio, value $8,100,072.

    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 30,968 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,970,091.

    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).