Skip to content
Disclosery

M Holdings Securities, Inc.: V position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M Holdings Securities, Inc. on V, newest first. How the timeline and the estimate are built.

M Holdings Securities, Inc. held 18,746 V shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,746 shares
    Change vs previous 13F -123 shares

    0.87% of the 13F portfolio, value $6,325,000.

    13F-HR 0001569638-26-000003 filed by M Holdings Securities, Inc.
    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 18,869 shares
    Change vs previous 13F +336 shares

    0.41% of the 13F portfolio, value $6,021,000.

    13F-HR 0001569638-26-000002 filed by M Holdings Securities, Inc.
    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 18,533 shares
    Change vs previous 13F +18,533 shares

    0.47% of the 13F portfolio, value $6,500,000.

    13F-HR 0001569638-26-000001 filed by M Holdings Securities, Inc.
    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 0 shares
    Change vs previous 13F -20,852 shares

    13F-HR 0001569638-25-000007 filed by M Holdings Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 20,852 shares
    Change vs previous 13F +2,261 shares

    1.27% of the 13F portfolio, value $7,381,000.

    13F-HR 0001569638-25-000006 filed by M Holdings Securities, Inc.
    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 18,591 shares
    Change vs previous 13F +37 shares

    1.08% of the 13F portfolio, value $6,516,000.

    13F-HR 0001569638-25-000003 filed by M Holdings Securities, Inc.
    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/A 18,554 shares
    Change vs previous 13F -403 shares

    0.95% of the 13F portfolio, value $5,864,000.

    13F-HR/A 0001569638-25-000002 filed by M Holdings Securities, Inc.
    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 18,957 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $5,212,000.

    13F-HR 0001569638-24-000008 filed by M Holdings Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).