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MV CAPITAL MANAGEMENT, INC.: IBDX position timeline

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

MV CAPITAL MANAGEMENT, INC. held 774,005 IBDX 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 774,005 shares
    Change vs previous 13F +661 shares

    1.73% of the 13F portfolio, value $19,497,193.

    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 773,344 shares
    Change vs previous 13F -57,943 shares

    1.92% of the 13F portfolio, value $19,542,404.

    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 831,287 shares
    Change vs previous 13F +5,173 shares

    2.04% of the 13F portfolio, value $21,222,764.

    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 826,114 shares
    Change vs previous 13F +13,709 shares

    2.03% of the 13F portfolio, value $21,165,039.

    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 812,405 shares
    Change vs previous 13F -5,117 shares

    2.11% of the 13F portfolio, value $20,541,652.

    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 817,522 shares
    Change vs previous 13F +46,475 shares

    2.19% of the 13F portfolio, value $20,429,868.

    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 771,047 shares
    Change vs previous 13F +147,446 shares

    2.02% of the 13F portfolio, value $18,952,347.

    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 623,601 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $16,032,786.

    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).