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MV CAPITAL MANAGEMENT, INC.: IWR position timeline

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

MV CAPITAL MANAGEMENT, INC. held 117,593 IWR 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 117,593 shares
    Change vs previous 13F +4,576 shares

    1.15% of the 13F portfolio, value $12,972,896.

    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 113,017 shares
    Change vs previous 13F +9,772 shares

    1.08% of the 13F portfolio, value $10,988,645.

    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 103,245 shares
    Change vs previous 13F +2,617 shares

    0.96% of the 13F portfolio, value $9,939,360.

    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 100,628 shares
    Change vs previous 13F +2,446 shares

    0.93% of the 13F portfolio, value $9,715,667.

    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 98,182 shares
    Change vs previous 13F -1,412 shares

    0.93% of the 13F portfolio, value $9,029,794.

    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 99,594 shares
    Change vs previous 13F +23,985 shares

    0.91% of the 13F portfolio, value $8,472,480.

    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 75,609 shares
    Change vs previous 13F +16,515 shares

    0.71% of the 13F portfolio, value $6,683,806.

    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 59,094 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $5,208,557.

    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).