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Disclosery

MAI Capital Management: XLP position timeline

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

MAI Capital Management held 170,888 XLP 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 170,888 shares
    Change vs previous 13F +9,442 shares

    0.05% of the 13F portfolio, value $14,195,662.

    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 161,446 shares
    Change vs previous 13F -3,437 shares

    0.08% of the 13F portfolio, value $13,235,310.

    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 164,883 shares
    Change vs previous 13F +1,159 shares

    0.07% of the 13F portfolio, value $12,808,091.

    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 163,724 shares
    Change vs previous 13F -3,733 shares

    0.08% of the 13F portfolio, value $12,831,022.

    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 167,457 shares
    Change vs previous 13F -2,813 shares

    0.09% of the 13F portfolio, value $13,559,007.

    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 170,270 shares
    Change vs previous 13F -2,728 shares

    0.11% of the 13F portfolio, value $13,905,960.

    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 172,998 shares
    Change vs previous 13F -2,272 shares

    0.1% of the 13F portfolio, value $13,599,335.

    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 175,270 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $14,547,414.

    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).