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Disclosery

MAI Capital Management: WTS position timeline

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

MAI Capital Management held 1,195 WTS 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 1,195 shares
    Change vs previous 13F +146 shares

    <0.01% of the 13F portfolio, value $467,783.

    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 1,049 shares
    Change vs previous 13F +49 shares

    <0.01% of the 13F portfolio, value $304,515.

    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 1,000 shares
    Change vs previous 13F -16 shares

    <0.01% of the 13F portfolio, value $276,020.

    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 1,016 shares
    Change vs previous 13F -19 shares

    <0.01% of the 13F portfolio, value $283,749.

    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 1,035 shares
    Change vs previous 13F -75 shares

    <0.01% of the 13F portfolio, value $254,497.

    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 1,110 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $226,352.

    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 1,110 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $225,663.

    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 1,114 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $230,811.

    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).