Midwest Financial Group LLC: RDVI position timeline

Midwest Financial Group LLC held 0 RDVI shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -9,853 shares

   13F-HR 0001967193-26-000005 filed by Midwest Financial Group LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 9,853 shares

   Change vs previous 13F -100,309 shares

   0.11% of the 13F portfolio, value $258,531.

   13F-HR 0001967193-26-000002 filed by Midwest Financial Group LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 110,162 shares

   Change vs previous 13F +1,567 shares

   1.36% of the 13F portfolio, value $2,847,686.

   13F-HR 0001967193-25-000004 filed by Midwest Financial Group LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 108,595 shares

   Change vs previous 13F -122,923 shares

   1.41% of the 13F portfolio, value $2,683,388.

   13F-HR 0001085146-25-003963 filed by Midwest Financial Group LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 231,518 shares

   Change vs previous 13F -42,472 shares

   3.19% of the 13F portfolio, value $5,491,609.

   13F-HR 0001085146-25-002227 filed by Midwest Financial Group LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 273,990 shares

   Change vs previous 13F +3,854 shares

   3.81% of the 13F portfolio, value $6,641,521.

   13F-HR 0001085146-25-000346 filed by Midwest Financial Group LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 270,136 shares

   Change vs previous 13F not available

   3.91% of the 13F portfolio, value $6,656,000.

   13F-HR 0001085146-24-004978 filed by Midwest Financial Group LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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