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MV CAPITAL MANAGEMENT, INC.: IBDW position timeline

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

MV CAPITAL MANAGEMENT, INC. held 919,403 IBDW 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 919,403 shares
    Change vs previous 13F +7,280 shares

    1.7% of the 13F portfolio, value $19,160,363.

    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 912,123 shares
    Change vs previous 13F +130,911 shares

    1.87% of the 13F portfolio, value $19,090,726.

    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 781,212 shares
    Change vs previous 13F +28,960 shares

    1.59% of the 13F portfolio, value $16,522,641.

    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 752,252 shares
    Change vs previous 13F +48,612 shares

    1.53% of the 13F portfolio, value $15,962,786.

    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 703,640 shares
    Change vs previous 13F -329 shares

    1.52% of the 13F portfolio, value $14,804,578.

    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 703,969 shares
    Change vs previous 13F +46,576 shares

    1.57% of the 13F portfolio, value $14,607,361.

    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 657,393 shares
    Change vs previous 13F +102,119 shares

    1.43% of the 13F portfolio, value $13,377,943.

    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 555,274 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $11,782,908.

    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).