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Disclosery

MFA Wealth Services: IVV position timeline

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

MFA Wealth Services held 21,704 IVV 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 21,704 shares
    Change vs previous 13F -361 shares

    9.71% of the 13F portfolio, value $16,254,142.

    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 22,065 shares
    Change vs previous 13F +143 shares

    9.54% of the 13F portfolio, value $14,412,923.

    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 21,922 shares
    Change vs previous 13F +74 shares

    10.15% of the 13F portfolio, value $15,015,489.

    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 21,848 shares
    Change vs previous 13F +332 shares

    10.09% of the 13F portfolio, value $14,622,587.

    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 21,516 shares
    Change vs previous 13F +346 shares

    10.04% of the 13F portfolio, value $13,359,567.

    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 21,170 shares
    Change vs previous 13F +1,216 shares

    9.78% of the 13F portfolio, value $11,895,572.

    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 19,954 shares
    Change vs previous 13F not available

    9.42% of the 13F portfolio, value $11,746,723.

    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).