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MV CAPITAL MANAGEMENT, INC.: IBDS position timeline

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

MV CAPITAL MANAGEMENT, INC. held 872,805 IBDS 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 872,805 shares
    Change vs previous 13F +15,221 shares

    1.87% of the 13F portfolio, value $21,139,347.

    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 857,584 shares
    Change vs previous 13F +54,102 shares

    2.04% of the 13F portfolio, value $20,787,829.

    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 803,482 shares
    Change vs previous 13F +82,132 shares

    1.87% of the 13F portfolio, value $19,508,532.

    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 721,350 shares
    Change vs previous 13F +45,514 shares

    1.69% of the 13F portfolio, value $17,557,662.

    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 675,836 shares
    Change vs previous 13F +11,635 shares

    1.69% of the 13F portfolio, value $16,402,546.

    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 664,201 shares
    Change vs previous 13F +68,884 shares

    1.72% of the 13F portfolio, value $16,060,382.

    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 595,317 shares
    Change vs previous 13F +46,517 shares

    1.52% of the 13F portfolio, value $14,263,790.

    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 548,800 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $13,374,261.

    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).