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Disclosery

MFA Wealth Services: IUSV position timeline

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

MFA Wealth Services held 24,157 IUSV 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 24,157 shares
    Change vs previous 13F +68 shares

    1.59% of the 13F portfolio, value $2,660,919.

    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 24,089 shares
    Change vs previous 13F +241 shares

    1.63% of the 13F portfolio, value $2,463,146.

    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 23,848 shares
    Change vs previous 13F +98 shares

    1.65% of the 13F portfolio, value $2,445,328.

    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 23,750 shares
    Change vs previous 13F +87 shares

    1.64% of the 13F portfolio, value $2,373,802.

    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 23,663 shares
    Change vs previous 13F +678 shares

    1.68% of the 13F portfolio, value $2,239,218.

    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 22,985 shares
    Change vs previous 13F +2,557 shares

    1.74% of the 13F portfolio, value $2,121,251.

    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 20,428 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $1,891,404.

    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).