Skip to content
Disclosery

MV CAPITAL MANAGEMENT, INC.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MV CAPITAL MANAGEMENT, INC. on AGG, newest first. How the timeline and the estimate are built.

MV CAPITAL MANAGEMENT, INC. held 18,759 AGG shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 18,759 shares
    Change vs previous 13F -30,161 shares

    0.16% of the 13F portfolio, value $1,856,746.

    13F-HR/A 0001633366-26-000008 filed by MV CAPITAL MANAGEMENT, INC.
    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 48,920 shares
    Change vs previous 13F -202,565 shares

    0.48% of the 13F portfolio, value $4,856,267.

    13F-HR 0001633366-26-000005 filed by MV CAPITAL MANAGEMENT, INC.
    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 251,485 shares
    Change vs previous 13F -12,185 shares

    2.41% of the 13F portfolio, value $25,118,291.

    13F-HR 0001633366-26-000003 filed by MV CAPITAL MANAGEMENT, INC.
    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 263,670 shares
    Change vs previous 13F +10,466 shares

    2.54% of the 13F portfolio, value $26,432,875.

    13F-HR 0001633366-26-000004 filed by MV CAPITAL MANAGEMENT, INC.
    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 253,204 shares
    Change vs previous 13F -3,845 shares

    2.58% of the 13F portfolio, value $25,117,844.

    13F-HR 0001633366-25-000006 filed by MV CAPITAL MANAGEMENT, INC.
    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 257,049 shares
    Change vs previous 13F -10,192 shares

    2.73% of the 13F portfolio, value $25,427,257.

    13F-HR 0001633366-25-000003 filed by MV CAPITAL MANAGEMENT, INC.
    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 267,241 shares
    Change vs previous 13F +4,096 shares

    2.77% of the 13F portfolio, value $25,895,623.

    13F-HR 0001633366-25-000001 filed by MV CAPITAL MANAGEMENT, INC.
    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 263,145 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $26,648,673.

    13F-HR 0001633366-24-000007 filed by MV CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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