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Disclosery

MAI Capital Management: XLV position timeline

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

MAI Capital Management held 263,099 XLV 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 263,099 shares
    Change vs previous 13F +26,170 shares

    0.16% of the 13F portfolio, value $41,743,457.

    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 236,929 shares
    Change vs previous 13F +4,107 shares

    0.2% of the 13F portfolio, value $34,736,189.

    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 232,822 shares
    Change vs previous 13F +18,642 shares

    0.21% of the 13F portfolio, value $36,040,895.

    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 214,180 shares
    Change vs previous 13F +14,449 shares

    0.19% of the 13F portfolio, value $29,807,423.

    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 199,731 shares
    Change vs previous 13F +8,420 shares

    0.19% of the 13F portfolio, value $26,921,809.

    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 191,311 shares
    Change vs previous 13F -2,092 shares

    0.21% of the 13F portfolio, value $27,933,316.

    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 193,403 shares
    Change vs previous 13F -5,498 shares

    0.2% of the 13F portfolio, value $26,606,456.

    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 198,901 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $30,634,671.

    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).