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MV CAPITAL MANAGEMENT, INC.: USMV position timeline

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

MV CAPITAL MANAGEMENT, INC. held 135,164 USMV 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 135,164 shares
    Change vs previous 13F -22,313 shares

    1.16% of the 13F portfolio, value $13,037,880.

    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 157,477 shares
    Change vs previous 13F -53,864 shares

    1.43% of the 13F portfolio, value $14,604,460.

    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 211,341 shares
    Change vs previous 13F -631 shares

    1.91% of the 13F portfolio, value $19,899,895.

    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 211,972 shares
    Change vs previous 13F -3,550 shares

    1.94% of the 13F portfolio, value $20,167,024.

    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 215,522 shares
    Change vs previous 13F -4,373 shares

    2.08% of the 13F portfolio, value $20,231,039.

    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 219,895 shares
    Change vs previous 13F -21,615 shares

    2.21% of the 13F portfolio, value $20,595,338.

    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 241,510 shares
    Change vs previous 13F -9,247 shares

    2.29% of the 13F portfolio, value $21,443,717.

    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 250,757 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $22,896,642.

    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).