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MV CAPITAL MANAGEMENT, INC.: IBDZ position timeline

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

MV CAPITAL MANAGEMENT, INC. held 732,336 IBDZ 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 732,336 shares
    Change vs previous 13F +1,468 shares

    1.69% of the 13F portfolio, value $19,077,359.

    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 730,868 shares
    Change vs previous 13F +173,503 shares

    1.87% of the 13F portfolio, value $19,046,409.

    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 557,365 shares
    Change vs previous 13F +17,283 shares

    1.41% of the 13F portfolio, value $14,697,705.

    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 540,082 shares
    Change vs previous 13F -26,655 shares

    1.37% of the 13F portfolio, value $14,295,963.

    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 566,737 shares
    Change vs previous 13F -26,925 shares

    1.52% of the 13F portfolio, value $14,808,842.

    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 593,662 shares
    Change vs previous 13F -252,832 shares

    1.64% of the 13F portfolio, value $15,307,823.

    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 846,494 shares
    Change vs previous 13F +679,633 shares

    2.3% of the 13F portfolio, value $21,543,284.

    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 166,861 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,456,849.

    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).