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MV CAPITAL MANAGEMENT, INC.: IVW position timeline

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

MV CAPITAL MANAGEMENT, INC. held 264,100 IVW 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 264,100 shares
    Change vs previous 13F -2,171 shares

    3.22% of the 13F portfolio, value $36,321,637.

    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 266,271 shares
    Change vs previous 13F -25,089 shares

    2.95% of the 13F portfolio, value $30,117,874.

    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 291,360 shares
    Change vs previous 13F -6,365 shares

    3.45% of the 13F portfolio, value $35,912,981.

    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 297,725 shares
    Change vs previous 13F -4,323 shares

    3.45% of the 13F portfolio, value $35,941,417.

    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 302,048 shares
    Change vs previous 13F -13,186 shares

    3.42% of the 13F portfolio, value $33,255,520.

    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 315,234 shares
    Change vs previous 13F -27,152 shares

    3.14% of the 13F portfolio, value $29,263,190.

    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 342,386 shares
    Change vs previous 13F -5,019 shares

    3.71% of the 13F portfolio, value $34,762,457.

    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 347,405 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $33,264,014.

    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).