MVF β€” BLACKROCK MUNIVEST FD INC

Ownership history in Waverly Advisors, LLC  Β·  6 quarters on record

AI Ownership Summary

Waverly Advisors, LLC reported BLACKROCK MUNIVEST FD INC (MVF) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. The latest visible filing shows MVF at 0.00% 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 Waverly Advisors, 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 Q3

MVF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

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 Q3

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 Waverly Advisors, LLC held MVF β€” position size vs. price
% of Fund (quarterly)    MVF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 12,866 β€” 0% 0.00% $88K 2025-11-14 $6.82
2025 Q2 UNCHANGED 12,866 β€” 0% 0.00% $85K 2025-08-14 $6.46
2025 Q1 UNCHANGED 12,866 β€” 0% 0.00% $90K 2025-05-15 $6.50
2024 Q4 UNCHANGED 12,866 β€” 0% 0.00% $91K 2025-02-14 $6.83
2024 Q3 REDUCED 12,866 -3,800 -22.8% 0.00% $98K 2024-11-14 $6.77
2024 Q2 INITIATED 16,666 β€” β€” 0.00% $119K 2024-08-14 $6.72

FAQ About Waverly Advisors, 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 Waverly Advisors, LLC reported owning MVF?

Waverly Advisors, LLC reported MVF across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported MVF position in Waverly Advisors, LLC's portfolio?

The largest reported portfolio weight for MVF was 0.00% in 2024 Q2.

What is the latest reported MVF position on this page?

The most recent filing on this page is 2025 Q3, when Waverly Advisors, LLC reported 12,866 shares, equal to 0.00% of portfolio, with an estimated market value of $88K.

What does the chart on this MVF ownership page compare?

The chart compares Waverly Advisors, 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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