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Disclosery

MAI Capital Management: XLC position timeline

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

MAI Capital Management held 127,793 XLC 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 127,793 shares
    Change vs previous 13F +17,086 shares

    0.05% of the 13F portfolio, value $13,690,447.

    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 110,707 shares
    Change vs previous 13F +6,461 shares

    0.07% of the 13F portfolio, value $12,273,026.

    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 104,246 shares
    Change vs previous 13F +10,047 shares

    0.07% of the 13F portfolio, value $12,271,843.

    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 94,199 shares
    Change vs previous 13F +2,551 shares

    0.07% of the 13F portfolio, value $11,150,371.

    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 91,648 shares
    Change vs previous 13F +6,613 shares

    0.07% of the 13F portfolio, value $9,946,513.

    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 85,035 shares
    Change vs previous 13F +365 shares

    0.06% of the 13F portfolio, value $8,201,673.

    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 84,670 shares
    Change vs previous 13F +2,797 shares

    0.06% of the 13F portfolio, value $8,196,880.

    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 81,873 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,401,326.

    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).