MVF β€” BLACKROCK MUNIVEST FD INC

Ownership history in Leo Wealth, LLC  Β·  7 quarters on record

AI Ownership Summary

Leo Wealth, LLC reported BLACKROCK MUNIVEST FD INC (MVF) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.25% in 2025 Q1. The latest visible filing shows MVF at 0.17% 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 MVF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Leo Wealth, LLC's position in BLACKROCK MUNIVEST FD INC, 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

MVF was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2025 Q1

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

Time in book
Holding Window
2024 Q2 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 Leo Wealth, LLC held MVF β€” position size vs. price
% of Fund (quarterly)    MVF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 339,809 +92,177 +37.2% 0.17% $2.4M 2026-02-14 (Est.) $7.04
2025 Q3 REDUCED 247,632 -75,194 -23.3% 0.22% $1.7M 2025-11-14 $6.82
2025 Q2 ADDED 322,826 +79,510 +32.7% 0.17% $2.1M 2025-07-24 $6.26
2025 Q1 REDUCED 243,316 -64,301 -20.9% 0.25% $1.7M 2025-05-02 $6.53
2024 Q4 ADDED 307,617 +5,283 +1.7% 0.19% $2.2M 2025-01-28 $6.70
2024 Q3 ADDED 302,334 +29,607 +10.9% 0.21% $2.3M 2024-10-21 $6.97
2024 Q2 INITIATED 272,727 β€” β€” 0.20% $2.0M 2024-07-17 $6.65

FAQ About Leo Wealth, LLC and MVF

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

How long has Leo Wealth, LLC reported owning MVF?

Leo Wealth, LLC reported MVF across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported MVF position in Leo Wealth, LLC's portfolio?

The largest reported portfolio weight for MVF was 0.25% in 2025 Q1.

What is the latest reported MVF position on this page?

The most recent filing on this page is 2025 Q4, when Leo Wealth, LLC reported 339,809 shares, equal to 0.17% of portfolio, with an estimated market value of $2.4M.

What does the chart on this MVF ownership page compare?

The chart compares Leo Wealth, LLC's quarterly MVF 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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