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Disclosery

MFA Wealth Services: SHV position timeline

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

MFA Wealth Services held 4,588 SHV 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 4,588 shares
    Change vs previous 13F +1,373 shares

    0.3% of the 13F portfolio, value $506,294.

    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 3,215 shares
    Change vs previous 13F -458 shares

    0.23% of the 13F portfolio, value $354,941.

    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 3,673 shares
    Change vs previous 13F -80 shares

    0.27% of the 13F portfolio, value $404,608.

    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 3,753 shares
    Change vs previous 13F -481 shares

    0.29% of the 13F portfolio, value $414,651.

    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 4,234 shares
    Change vs previous 13F +45 shares

    0.35% of the 13F portfolio, value $467,566.

    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 4,189 shares
    Change vs previous 13F -13,534 shares

    0.38% of the 13F portfolio, value $462,702.

    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 17,723 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $1,951,513.

    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).