Skip to content
Disclosery

MAI Capital Management: XLU position timeline

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

MAI Capital Management held 954,172 XLU 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 954,172 shares
    Change vs previous 13F +629,048 shares

    0.16% of the 13F portfolio, value $43,262,169.

    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 325,124 shares
    Change vs previous 13F +2,792 shares

    0.08% of the 13F portfolio, value $14,919,956.

    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 322,332 shares
    Change vs previous 13F +161,439 shares

    0.08% of the 13F portfolio, value $13,760,345.

    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 160,893 shares
    Change vs previous 13F +32,480 shares

    0.09% of the 13F portfolio, value $14,031,509.

    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 128,413 shares
    Change vs previous 13F -5,192 shares

    0.07% of the 13F portfolio, value $10,486,178.

    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 133,605 shares
    Change vs previous 13F +5,601 shares

    0.08% of the 13F portfolio, value $10,534,758.

    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 128,004 shares
    Change vs previous 13F +3,284 shares

    0.07% of the 13F portfolio, value $9,688,651.

    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 124,720 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,074,878.

    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).