MAI Wealth Advisors - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for MAI Wealth Advisors going back to Feb. 8, 2011

• MAI Capital Management 2024 Q3 - filed Nov. 7, 2024 - new!
• MAI Capital Management 2024 Q2 - filed Aug. 12, 2024
• MAI Capital Management 2024 Q1 - filed May 8, 2024
• MAI Capital Management 2023 Q4 - filed Feb. 9, 2024
• MAI Capital Management 2023 Q3 - filed Nov. 14, 2023
• MAI Capital Management 2023 Q2 - filed Aug. 2, 2023
• MAI Capital Management 2023 Q1 - filed May 10, 2023
• MAI Capital Management 2022 Q4 - filed Feb. 9, 2023
• MAI Capital Management 2022 Q3 - filed Nov. 15, 2022
• MAI Capital Management 2022 Q2 - filed July 19, 2022
• MAI Capital Management 2022 Q1 - filed May 10, 2022
• MAI Capital Management 2021 Q4 - filed Feb. 11, 2022
• MAI Capital Management 2021 Q3 - filed Nov. 12, 2021
• MAI Capital Management 2021 Q2 - filed July 19, 2021
• MAI Capital Management 2021 Q1 - filed May 10, 2021
• MAI Capital Management 2020 Q4 - filed Feb. 16, 2021
• MAI Capital Management 2020 Q3 - filed Oct. 26, 2020
• MAI Capital Management 2020 Q2 - filed July 27, 2020
• MAI Capital Management 2020 Q1 - filed April 16, 2020
• MAI Capital Management 2019 Q4 - filed Feb. 3, 2020
• MAI Capital Management 2019 Q3 - filed Oct. 29, 2019
• MAI Capital Management 2019 Q2 - filed Aug. 15, 2019
• MAI Capital Management 2019 Q1 - filed April 29, 2019
• MAI Capital Management 2018 Q4 - filed Jan. 30, 2019
• MAI Capital Management 2018 Q3 - filed Oct. 12, 2018
• MAI Capital Management 2018 Q2 - filed Aug. 16, 2018
• MAI Capital Management 2018 Q1 - filed April 17, 2018
• MAI Capital Management 2017 Q4 - filed Jan. 30, 2018
• MAI Capital Management 2017 Q3 - filed Oct. 12, 2017
• MAI Capital Management 2017 Q2 - filed Aug. 7, 2017
• MAI Capital Management 2017 Q1 - filed May 11, 2017
• MAI Capital Management 2016 Q4 - filed Jan. 31, 2017
• MAI Capital Management 2016 Q3 - filed Oct. 18, 2016
• MAI Capital Management 2016 Q2 - filed July 14, 2016
• MAI Capital Management 2016 Q1 - filed April 8, 2016
• MAI Capital Management 2015 Q4 - filed Jan. 27, 2016
• MAI Capital Management 2015 Q3 - filed Oct. 28, 2015
• MAI Capital Management 2015 Q2 - filed July 9, 2015
• MAI Capital Management 2015 Q1 - filed April 30, 2015
• MAI Wealth Advisors 2014 Q4 - filed Jan. 20, 2015
• MAI Wealth Advisors 2014 Q3 restated - filed Oct. 16, 2014
• MAI Wealth Advisors 2014 Q3 - filed Oct. 16, 2014
• MAI Wealth Advisors 2014 Q2 - filed July 28, 2014
• MAI Wealth Advisors 2014 Q1 - filed April 28, 2014
• MAI Wealth Advisors 2013 Q4 - filed Feb. 6, 2014
• MAI Wealth Advisors 2013 Q3 - filed Oct. 28, 2013
• MAI Wealth Advisors 2013 Q2 - filed Aug. 1, 2013
• MAI Wealth Advisors 2013 Q1 - filed May 6, 2013
• MAI Wealth Advisors 2012 Q4 - filed Jan. 24, 2013
• MAI Wealth Advisors 2012 Q3 - filed Nov. 9, 2012
• MAI Wealth Advisors 2012 Q2 - filed Aug. 14, 2012
• MAI Wealth Advisors 2012 Q1 - filed May 14, 2012
• MAI Wealth Advisors 2011 Q4 - filed Feb. 14, 2012
• MAI Wealth Advisors 2011 Q3 - filed Nov. 15, 2011
• MAI Wealth Advisors 2011 Q2 - filed Aug. 12, 2011
• MAI Wealth Advisors 2011 Q1 - filed May 11, 2011
• MAI Wealth Advisors 2010 Q4 - filed Feb. 8, 2011