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Disclosery

Midwest Financial Group LLC: IVW position timeline

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

Midwest Financial Group LLC held 124,345 IVW 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 124,345 shares
    Change vs previous 13F +6,750 shares

    6% of the 13F portfolio, value $17,101,183.

    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 117,595 shares
    Change vs previous 13F +3,837 shares

    5.67% of the 13F portfolio, value $13,301,167.

    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 113,758 shares
    Change vs previous 13F +214 shares

    6.19% of the 13F portfolio, value $14,021,845.

    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 113,544 shares
    Change vs previous 13F +2,420 shares

    6.53% of the 13F portfolio, value $13,707,032.

    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 111,124 shares
    Change vs previous 13F -3,831 shares

    6.43% of the 13F portfolio, value $12,234,794.

    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 114,955 shares
    Change vs previous 13F +3,823 shares

    6.2% of the 13F portfolio, value $10,671,299.

    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 111,132 shares
    Change vs previous 13F +3,513 shares

    6.48% of the 13F portfolio, value $11,283,191.

    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 107,619 shares
    Change vs previous 13F not available

    6.05% of the 13F portfolio, value $10,305,000.

    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).