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MIDLAND WEALTH ADVISORS, LLC: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MIDLAND WEALTH ADVISORS, LLC on IVW, newest first. How the timeline and the estimate are built.

MIDLAND WEALTH ADVISORS, LLC held 480,380 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 480,380 shares
    Change vs previous 13F -22,452 shares

    3.1% of the 13F portfolio, value $66,066,661.

    13F-HR 0001951757-26-001047 filed by MIDLAND WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 502,832 shares
    Change vs previous 13F -127,346 shares

    2.93% of the 13F portfolio, value $56,875,328.

    13F-HR 0001951757-26-000794 filed by MIDLAND WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 630,178 shares
    Change vs previous 13F -50,060 shares

    4.04% of the 13F portfolio, value $77,675,740.

    13F-HR 0001951757-26-000299 filed by MIDLAND WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 680,238 shares
    Change vs previous 13F -457,677 shares

    4.39% of the 13F portfolio, value $82,118,331.

    13F-HR 0001951757-25-001353 filed by MIDLAND WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,137,915 shares
    Change vs previous 13F +7,125 shares

    6.92% of the 13F portfolio, value $125,284,442.

    13F-HR 0001951757-25-001044 filed by MIDLAND WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,130,790 shares
    Change vs previous 13F -25,977 shares

    6.18% of the 13F portfolio, value $104,971,236.

    13F-HR 0001951757-25-000355 filed by MIDLAND WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,156,767 shares
    Change vs previous 13F -23,204 shares

    7.07% of the 13F portfolio, value $117,446,578.

    13F-HR 0001951757-25-000207 filed by MIDLAND WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,179,971 shares
    Change vs previous 13F not available

    6.62% of the 13F portfolio, value $112,982,223.

    13F-HR 0001951757-24-001107 filed by MIDLAND WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).