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Disclosery

MAI Capital Management: XLB position timeline

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

MAI Capital Management held 51,247 XLB 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 51,247 shares
    Change vs previous 13F +12,129 shares

    0.01% of the 13F portfolio, value $2,604,907.

    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 39,118 shares
    Change vs previous 13F +5,925 shares

    0.01% of the 13F portfolio, value $1,954,724.

    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 33,193 shares
    Change vs previous 13F +17,422 shares

    0.01% of the 13F portfolio, value $1,505,310.

    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 15,771 shares
    Change vs previous 13F +245 shares

    0.01% of the 13F portfolio, value $1,413,432.

    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 15,526 shares
    Change vs previous 13F -600 shares

    0.01% of the 13F portfolio, value $1,363,346.

    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 16,126 shares
    Change vs previous 13F -101 shares

    0.01% of the 13F portfolio, value $1,386,497.

    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 16,227 shares
    Change vs previous 13F +2,141 shares

    0.01% of the 13F portfolio, value $1,365,311.

    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 14,086 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,357,628.

    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).