Position in MFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$491,183
+$74,012 QoQ
Shares Held
12,125
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#404
of 805 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MFC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026WEALTH ALLIANCE, LLC holds $1,997,978 across 5 Insurance - Life names. MFC ranks #2 (24.6% of the industry book) .
All Filings in MFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,183 | 12,125 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $417,171 | 12,113 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $454,443 | 12,526 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $390,247 | 12,528 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $670,648 | 20,984 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $642,904 | 20,639 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $640,487 | 20,856 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $690,819 | 23,378 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $610,902 | 22,949 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $598,960 | 23,968 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $700,061 | 31,677 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $561,908 | 30,739 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $638,307 | 33,755 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $595,983 | 32,461 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $668,518 | 37,473 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $549,217 | 35,049 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $670,115 | 38,668 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $677,605 | 31,738 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $580,680 | 30,450 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $579,989 | 30,145 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $688,416 | 34,945 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $660,802 | 30,735 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $835,704 | 46,897 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $667,958 | 48,020 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $631,681 | 46,379 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $383,560 | 30,587 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||