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Disclosery

MFA Wealth Services: IDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MFA Wealth Services on IDV, newest first. How the timeline and the estimate are built.

MFA Wealth Services held 6,537 IDV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,537 shares
    Change vs previous 13F -111 shares

    0.16% of the 13F portfolio, value $270,835.

    13F-HR 0001754960-26-000585 filed by MFA Wealth Services
    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 6,648 shares
    Change vs previous 13F -194 shares

    0.19% of the 13F portfolio, value $282,937.

    13F-HR 0001754960-26-000297 filed by MFA Wealth Services
    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 6,842 shares
    Change vs previous 13F -680 shares

    0.18% of the 13F portfolio, value $269,903.

    13F-HR 0001754960-26-000075 filed by MFA Wealth Services
    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 7,522 shares
    Change vs previous 13F +31 shares

    0.19% of the 13F portfolio, value $274,917.

    13F-HR 0001754960-25-000793 filed by MFA Wealth Services
    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 7,491 shares
    Change vs previous 13F +66 shares

    0.19% of the 13F portfolio, value $258,522.

    13F-HR 0001754960-25-000478 filed by MFA Wealth Services
    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 7,425 shares
    Change vs previous 13F -817 shares

    0.19% of the 13F portfolio, value $230,329.

    13F-HR 0001754960-25-000207 filed by MFA Wealth Services
    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 8,242 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $225,672.

    13F-HR 0001754960-25-000045 filed by MFA Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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