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Disclosery

MAI Capital Management: XLK position timeline

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

MAI Capital Management held 466,772 XLK 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 466,772 shares
    Change vs previous 13F +39,208 shares

    0.34% of the 13F portfolio, value $88,929,311.

    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 427,564 shares
    Change vs previous 13F +16,850 shares

    0.32% of the 13F portfolio, value $56,823,195.

    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 410,714 shares
    Change vs previous 13F +244,206 shares

    0.34% of the 13F portfolio, value $59,130,451.

    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 166,508 shares
    Change vs previous 13F -2,710 shares

    0.29% of the 13F portfolio, value $46,931,883.

    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 169,218 shares
    Change vs previous 13F -2,477 shares

    0.3% of the 13F portfolio, value $42,851,029.

    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 171,695 shares
    Change vs previous 13F -2,406 shares

    0.27% of the 13F portfolio, value $35,451,565.

    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 174,101 shares
    Change vs previous 13F -1,474 shares

    0.3% of the 13F portfolio, value $40,481,912.

    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 175,575 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $39,637,838.

    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).