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Disclosery

Midwest Financial Group LLC: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Midwest Financial Group LLC on IJR, newest first. How the timeline and the estimate are built.

Midwest Financial Group LLC held 30,580 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,580 shares
    Change vs previous 13F +393 shares

    1.59% of the 13F portfolio, value $4,535,292.

    13F-HR 0001967193-26-000008 filed by Midwest Financial Group 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 30,187 shares
    Change vs previous 13F -413 shares

    1.6% of the 13F portfolio, value $3,752,516.

    13F-HR 0001967193-26-000005 filed by Midwest Financial Group 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 30,600 shares
    Change vs previous 13F -6,676 shares

    1.62% of the 13F portfolio, value $3,677,561.

    13F-HR 0001967193-26-000002 filed by Midwest Financial Group 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 37,276 shares
    Change vs previous 13F +395 shares

    2.11% of the 13F portfolio, value $4,429,564.

    13F-HR 0001967193-25-000004 filed by Midwest Financial Group 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 36,881 shares
    Change vs previous 13F +45 shares

    2.12% of the 13F portfolio, value $4,030,772.

    13F-HR 0001085146-25-003963 filed by Midwest Financial Group 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 36,836 shares
    Change vs previous 13F +5,026 shares

    2.24% of the 13F portfolio, value $3,851,924.

    13F-HR 0001085146-25-002227 filed by Midwest Financial Group 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 31,810 shares
    Change vs previous 13F +625 shares

    2.1% of the 13F portfolio, value $3,665,202.

    13F-HR 0001085146-25-000346 filed by Midwest Financial Group 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 31,185 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $3,647,000.

    13F-HR 0001085146-24-004978 filed by Midwest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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