Position in MFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$472,184
+$75,229 QoQ
Shares Held
11,656
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#410
of 805 holders
Holding Since
Dec 2023
11 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, 2026PDS Planning, Inc holds $1,300,607 across 4 Insurance - Life names. MFC ranks #1 (36.3% of the industry book) .
All Filings in MFC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,184 | 11,656 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $396,955 | 11,526 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $418,163 | 11,526 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $360,187 | 11,563 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $355,299 | 11,117 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $331,840 | 10,653 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $306,485 | 9,980 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $290,890 | 9,844 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $262,047 | 9,844 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $245,501 | 9,824 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $203,828 | 9,223 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||