AFFINITY WEALTH MANAGEMENT LLC: MFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AFFINITY WEALTH MANAGEMENT LLC on MFC, newest first. How the timeline and the estimate are built.
AFFINITY WEALTH MANAGEMENT LLC held 142,823 MFC shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 142,823 sharesChange vs previous 13F +5,960 shares
0.75% of the 13F portfolio, value $5,785,760.
13F-HR 0001951757-26-001017 filed by AFFINITY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 136,863 sharesChange vs previous 13F +2,794 shares
0.71% of the 13F portfolio, value $4,713,562.
13F-HR 0001951757-26-000583 filed by AFFINITY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 134,069 sharesChange vs previous 13F +3,114 shares
0.69% of the 13F portfolio, value $4,864,023.
13F-HR 0001951757-26-000157 filed by AFFINITY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 130,955 sharesChange vs previous 13F +3,193 shares
0.6% of the 13F portfolio, value $4,079,248.
13F-HR 0001951757-25-001278 filed by AFFINITY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 127,762 sharesChange vs previous 13F +1,461 shares
0.65% of the 13F portfolio, value $4,083,274.
13F-HR 0001951757-25-000835 filed by AFFINITY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 126,301 sharesChange vs previous 13F not available
0.73% of the 13F portfolio, value $3,934,276.
13F-HR 0001951757-25-000293 filed by AFFINITY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).