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Disclosery

MFA Wealth Services: IVW position timeline

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

MFA Wealth Services held 24,550 IVW 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 24,550 shares
    Change vs previous 13F -178 shares

    2.02% of the 13F portfolio, value $3,376,316.

    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 24,728 shares
    Change vs previous 13F -64 shares

    1.85% of the 13F portfolio, value $2,796,961.

    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 24,792 shares
    Change vs previous 13F -37 shares

    2.06% of the 13F portfolio, value $3,055,815.

    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 24,829 shares
    Change vs previous 13F +78 shares

    2.07% of the 13F portfolio, value $2,997,316.

    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 24,751 shares
    Change vs previous 13F +218 shares

    2.05% of the 13F portfolio, value $2,725,038.

    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 24,533 shares
    Change vs previous 13F -159 shares

    1.87% of the 13F portfolio, value $2,277,439.

    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 24,692 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $2,506,995.

    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).