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MMA ASSET MANAGEMENT LLC: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MMA ASSET MANAGEMENT LLC on IVW, newest first. How the timeline and the estimate are built.

MMA ASSET MANAGEMENT LLC held 11,761 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,761 shares
    Change vs previous 13F -9 shares

    0.51% of the 13F portfolio, value $1,617,490.

    13F-HR 0001193125-26-332485 filed by MMA ASSET MANAGEMENT LLC
    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 11,770 shares
    Change vs previous 13F +426 shares

    0.47% of the 13F portfolio, value $1,331,305.

    13F-HR 0001193125-26-147137 filed by MMA ASSET MANAGEMENT LLC
    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 11,344 shares
    Change vs previous 13F -10 shares

    0.5% of the 13F portfolio, value $1,398,261.

    13F-HR 0001193125-26-033937 filed by MMA ASSET MANAGEMENT LLC
    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 11,354 shares
    Change vs previous 13F -22 shares

    0.46% of the 13F portfolio, value $1,370,655.

    13F-HR 0001193125-25-266364 filed by MMA ASSET MANAGEMENT LLC
    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 11,376 shares
    Change vs previous 13F -271 shares

    0.48% of the 13F portfolio, value $1,252,498.

    13F-HR 0000950123-25-006996 filed by MMA ASSET MANAGEMENT LLC
    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 11,647 shares
    Change vs previous 13F -8 shares

    0.46% of the 13F portfolio, value $1,081,191.

    13F-HR 0000950123-25-004263 filed by MMA ASSET MANAGEMENT LLC
    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 11,655 shares
    Change vs previous 13F -35,046 shares

    0.52% of the 13F portfolio, value $1,183,332.

    13F-HR 0000950123-25-000960 filed by MMA ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 46,701 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $3,515,508.

    13F-HR 0000950123-25-000958 filed by MMA ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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