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Paul R. Ried Financial Group, LLC: MFSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Paul R. Ried Financial Group, LLC on MFSV, newest first. How the timeline and the estimate are built.

Paul R. Ried Financial Group, LLC held 1,138,859 MFSV shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,138,859 shares
    Change vs previous 13F +180,040 shares

    14.21% of the 13F portfolio, value $32,537,202.

    13F-HR 0002033053-26-000007 filed by Paul R. Ried Financial Group, LLC
    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 958,819 shares
    Change vs previous 13F +362,395 shares

    11.91% of the 13F portfolio, value $25,629,232.

    13F-HR 0002033053-26-000005 filed by Paul R. Ried Financial Group, LLC
    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 596,424 shares
    Change vs previous 13F +394,269 shares

    7.48% of the 13F portfolio, value $15,829,093.

    13F-HR 0002033053-26-000003 filed by Paul R. Ried Financial Group, LLC
    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 202,155 shares
    Change vs previous 13F +168,426 shares

    2.67% of the 13F portfolio, value $5,285,100.

    13F-HR 0002033053-25-000010 filed by Paul R. Ried Financial Group, LLC
    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 33,729 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $852,878.

    13F-HR 0002033053-25-000007 filed by Paul R. Ried Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).