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MV CAPITAL MANAGEMENT, INC.: IBDR position timeline

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

MV CAPITAL MANAGEMENT, INC. held 756,074 IBDR 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 756,074 shares
    Change vs previous 13F +4,647 shares

    1.62% of the 13F portfolio, value $18,319,670.

    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 751,427 shares
    Change vs previous 13F +29,763 shares

    1.79% of the 13F portfolio, value $18,214,581.

    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 721,664 shares
    Change vs previous 13F +67,164 shares

    1.68% of the 13F portfolio, value $17,485,930.

    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 654,500 shares
    Change vs previous 13F +2,287 shares

    1.53% of the 13F portfolio, value $15,904,358.

    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 652,213 shares
    Change vs previous 13F -2,768 shares

    1.63% of the 13F portfolio, value $15,816,159.

    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 654,981 shares
    Change vs previous 13F +36,805 shares

    1.7% of the 13F portfolio, value $15,857,093.

    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 618,176 shares
    Change vs previous 13F +34,459 shares

    1.59% of the 13F portfolio, value $14,879,498.

    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 583,717 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $14,184,326.

    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).