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Disclosery

Midwest Financial Group LLC: SCHB position timeline

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

Midwest Financial Group LLC held 47,258 SCHB 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 47,258 shares
    Change vs previous 13F +254 shares

    0.48% of the 13F portfolio, value $1,368,600.

    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 47,004 shares
    Change vs previous 13F +132 shares

    0.5% of the 13F portfolio, value $1,179,805.

    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 46,872 shares
    Change vs previous 13F +104 shares

    0.54% of the 13F portfolio, value $1,229,454.

    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 46,768 shares
    Change vs previous 13F +135 shares

    0.57% of the 13F portfolio, value $1,202,400.

    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 46,633 shares
    Change vs previous 13F +138 shares

    0.58% of the 13F portfolio, value $1,111,256.

    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 46,495 shares
    Change vs previous 13F +142 shares

    0.58% of the 13F portfolio, value $1,001,041.

    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 46,353 shares
    Change vs previous 13F +30,956 shares

    0.6% of the 13F portfolio, value $1,052,219.

    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 15,397 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,024,000.

    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).