MMIT β€” NEW YORK LIFE INVTS ACTIVE E

Ownership history in CFO4Life Group, LLC  Β·  4 quarters on record

AI Ownership Summary

CFO4Life Group, LLC reported NEW YORK LIFE INVTS ACTIVE E (MMIT) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.67% in 2025 Q3. The latest visible filing shows MMIT at 1.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MMIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CFO4Life Group, LLC's position in NEW YORK LIFE INVTS ACTIVE E, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MMIT was reported at 1.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.67% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CFO4Life Group, LLC held MMIT β€” position size vs. price
% of Fund (quarterly)    MMIT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 476,879 +3,643 +0.8% 1.65% $11.6M 2026-02-14 (Est.) $24.59
2025 Q3 ADDED 473,236 +62,196 +15.1% 1.67% $11.5M 2025-11-07 $24.07
2025 Q2 ADDED 411,040 +87,136 +26.9% 1.53% $9.8M 2025-08-08 $23.40
2025 Q1 INITIATED 323,904 β€” β€” 1.31% $7.8M 2025-04-30 $23.09

FAQ About CFO4Life Group, LLC and MMIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CFO4Life Group, LLC reported owning MMIT?

CFO4Life Group, LLC reported MMIT across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported MMIT position in CFO4Life Group, LLC's portfolio?

The largest reported portfolio weight for MMIT was 1.67% in 2025 Q3.

What is the latest reported MMIT position on this page?

The most recent filing on this page is 2025 Q4, when CFO4Life Group, LLC reported 476,879 shares, equal to 1.65% of portfolio, with an estimated market value of $11.6M.

What does the chart on this MMIT ownership page compare?

The chart compares CFO4Life Group, LLC's quarterly MMIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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