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Disclosery

MAI Capital Management: XPH position timeline

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

MAI Capital Management held 31,119 XPH 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 31,119 shares
    Change vs previous 13F +2,606 shares

    0.01% of the 13F portfolio, value $2,062,257.

    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 28,513 shares
    Change vs previous 13F -1,235 shares

    0.01% of the 13F portfolio, value $1,542,269.

    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 29,748 shares
    Change vs previous 13F -540 shares

    0.01% of the 13F portfolio, value $1,666,186.

    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 30,288 shares
    Change vs previous 13F -5,797 shares

    0.01% of the 13F portfolio, value $1,452,007.

    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 36,085 shares
    Change vs previous 13F -1,388 shares

    0.01% of the 13F portfolio, value $1,464,345.

    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 37,473 shares
    Change vs previous 13F -215 shares

    0.01% of the 13F portfolio, value $1,641,307.

    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 37,688 shares
    Change vs previous 13F -389 shares

    0.01% of the 13F portfolio, value $1,620,215.

    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 38,077 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,689,080.

    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).