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Disclosery

MAI Capital Management: XVV position timeline

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

MAI Capital Management held 31,548 XVV 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 31,548 shares
    Change vs previous 13F -468 shares

    0.01% of the 13F portfolio, value $1,791,597.

    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 32,016 shares
    Change vs previous 13F +10,128 shares

    0.01% of the 13F portfolio, value $1,575,848.

    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 21,888 shares
    Change vs previous 13F +772 shares

    0.01% of the 13F portfolio, value $1,153,498.

    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 21,116 shares
    Change vs previous 13F -1,016 shares

    0.01% of the 13F portfolio, value $1,087,922.

    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 22,132 shares
    Change vs previous 13F +639 shares

    0.01% of the 13F portfolio, value $1,055,449.

    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 21,493 shares
    Change vs previous 13F -256 shares

    0.01% of the 13F portfolio, value $919,529.

    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 21,749 shares
    Change vs previous 13F +165 shares

    0.01% of the 13F portfolio, value $985,215.

    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 21,584 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $954,537.

    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).