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Disclosery

Midwest Financial Group LLC: SOXX position timeline

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

Midwest Financial Group LLC held 12,286 SOXX 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 12,286 shares
    Change vs previous 13F -3,464 shares

    2.76% of the 13F portfolio, value $7,872,405.

    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 15,750 shares
    Change vs previous 13F +217 shares

    2.21% of the 13F portfolio, value $5,176,306.

    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 15,533 shares
    Change vs previous 13F +180 shares

    2.07% of the 13F portfolio, value $4,677,798.

    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 15,353 shares
    Change vs previous 13F +286 shares

    1.98% of the 13F portfolio, value $4,162,415.

    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 15,067 shares
    Change vs previous 13F +392 shares

    1.89% of the 13F portfolio, value $3,596,493.

    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 14,675 shares
    Change vs previous 13F +7,728 shares

    1.6% of the 13F portfolio, value $2,761,462.

    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 6,947 shares
    Change vs previous 13F +303 shares

    0.86% of the 13F portfolio, value $1,497,092.

    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 6,644 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,532,000.

    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).