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Disclosery

Midwest Financial Group LLC: LQD position timeline

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

Midwest Financial Group LLC held 13,380 LQD 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 13,380 shares
    Change vs previous 13F -34,714 shares

    0.51% of the 13F portfolio, value $1,459,310.

    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 48,094 shares
    Change vs previous 13F -320 shares

    2.24% of the 13F portfolio, value $5,241,741.

    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 48,414 shares
    Change vs previous 13F -7,174 shares

    2.36% of the 13F portfolio, value $5,334,791.

    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 55,588 shares
    Change vs previous 13F +393 shares

    2.95% of the 13F portfolio, value $6,196,400.

    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 55,195 shares
    Change vs previous 13F -9,954 shares

    3.18% of the 13F portfolio, value $6,049,941.

    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 65,149 shares
    Change vs previous 13F +11,074 shares

    4.11% of the 13F portfolio, value $7,081,063.

    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 54,075 shares
    Change vs previous 13F -250 shares

    3.32% of the 13F portfolio, value $5,777,423.

    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 54,325 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $6,138,000.

    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).