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Midwest Financial Group LLC: LMBS position timeline

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

Midwest Financial Group LLC held 38,313 LMBS 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 38,313 shares
    Change vs previous 13F +1,369 shares

    0.67% of the 13F portfolio, value $1,907,200.

    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 36,944 shares
    Change vs previous 13F +60 shares

    0.78% of the 13F portfolio, value $1,840,187.

    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 36,884 shares
    Change vs previous 13F -1,823 shares

    0.81% of the 13F portfolio, value $1,843,836.

    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 38,707 shares
    Change vs previous 13F +559 shares

    0.92% of the 13F portfolio, value $1,927,232.

    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 38,148 shares
    Change vs previous 13F -6,712 shares

    0.99% of the 13F portfolio, value $1,879,147.

    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 44,860 shares
    Change vs previous 13F -47,255 shares

    1.28% of the 13F portfolio, value $2,205,313.

    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 92,115 shares
    Change vs previous 13F +658 shares

    2.57% of the 13F portfolio, value $4,483,227.

    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 91,457 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $4,519,000.

    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).