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MV CAPITAL MANAGEMENT, INC.: IBDT position timeline

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

MV CAPITAL MANAGEMENT, INC. held 803,638 IBDT 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 803,638 shares
    Change vs previous 13F +9,167 shares

    1.8% of the 13F portfolio, value $20,291,872.

    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 794,471 shares
    Change vs previous 13F +63,844 shares

    1.97% of the 13F portfolio, value $20,123,951.

    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 730,627 shares
    Change vs previous 13F +35,914 shares

    1.79% of the 13F portfolio, value $18,598,109.

    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 694,713 shares
    Change vs previous 13F +42,864 shares

    1.7% of the 13F portfolio, value $17,729,073.

    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 651,849 shares
    Change vs previous 13F +11,451 shares

    1.7% of the 13F portfolio, value $16,570,008.

    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 640,398 shares
    Change vs previous 13F +68,028 shares

    1.74% of the 13F portfolio, value $16,176,455.

    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 572,370 shares
    Change vs previous 13F +48,362 shares

    1.52% of the 13F portfolio, value $14,252,026.

    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 524,008 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $13,377,935.

    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).