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MAI Capital Management: XBI position timeline

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

MAI Capital Management held 34,731 XBI 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 34,731 shares
    Change vs previous 13F -3,229 shares

    0.02% of the 13F portfolio, value $5,496,219.

    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 37,960 shares
    Change vs previous 13F +941 shares

    0.03% of the 13F portfolio, value $4,848,661.

    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 37,019 shares
    Change vs previous 13F +236 shares

    0.03% of the 13F portfolio, value $4,513,756.

    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 36,783 shares
    Change vs previous 13F -1,837 shares

    0.02% of the 13F portfolio, value $3,685,630.

    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 38,620 shares
    Change vs previous 13F +31,995 shares

    0.02% of the 13F portfolio, value $3,202,735.

    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 6,625 shares
    Change vs previous 13F +386 shares

    <0.01% of the 13F portfolio, value $537,266.

    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 6,239 shares
    Change vs previous 13F +32 shares

    <0.01% of the 13F portfolio, value $561,893.

    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 6,207 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $613,260.

    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).