Position in MFA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,264,806
+$167,292 QoQ
Shares Held
236,410
+4.9% QoQ
Ownership
0.233%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MFA Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Independent Advisor Alliance holds $9,985,176 across 5 REIT - Mortgage names. MFA ranks #2 (22.7% of the industry book) .
All Filings in MFA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,264,806 | 236,410 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,097,514 | 225,297 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,868,703 | 203,341 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,835,173 | 193,993 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,934,204 | 188,519 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,774,924 | 174,183 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,200,038 | 172,959 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,926,393 | 181,052 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,923,748 | 168,602 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,538,614 | 136,523 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,065,345 | 110,858 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $819,440 | 72,904 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $661,287 | 66,662 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $595,284 | 60,435 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $544,872 | 70,035 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $717,508 | 66,745 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||