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MV CAPITAL MANAGEMENT, INC.: IWF position timeline

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

MV CAPITAL MANAGEMENT, INC. held 596,097 IWF 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 596,097 shares
    Change vs previous 13F +442,298 shares

    6.56% of the 13F portfolio, value $74,017,407.

    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 153,799 shares
    Change vs previous 13F -13,524 shares

    6.43% of the 13F portfolio, value $65,579,932.

    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 167,323 shares
    Change vs previous 13F -2,893 shares

    7.61% of the 13F portfolio, value $79,194,174.

    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 170,216 shares
    Change vs previous 13F -4,776 shares

    7.65% of the 13F portfolio, value $79,730,663.

    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 174,992 shares
    Change vs previous 13F -8,669 shares

    7.64% of the 13F portfolio, value $74,297,965.

    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 183,661 shares
    Change vs previous 13F -13,702 shares

    7.12% of the 13F portfolio, value $66,318,242.

    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 197,363 shares
    Change vs previous 13F -9,753 shares

    8.47% of the 13F portfolio, value $79,256,857.

    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 207,116 shares
    Change vs previous 13F not available

    8.25% of the 13F portfolio, value $77,747,360.

    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).