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Disclosery

Midwest Financial Group LLC: SPLV position timeline

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

Midwest Financial Group LLC held 19,046 SPLV 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 19,046 shares
    Change vs previous 13F +666 shares

    0.5% of the 13F portfolio, value $1,426,548.

    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 18,380 shares
    Change vs previous 13F +135 shares

    0.57% of the 13F portfolio, value $1,344,349.

    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 18,245 shares
    Change vs previous 13F +1 shares

    0.58% of the 13F portfolio, value $1,303,055.

    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 18,244 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $1,340,600.

    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 18,244 shares
    Change vs previous 13F -284 shares

    0.7% of the 13F portfolio, value $1,328,521.

    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 18,528 shares
    Change vs previous 13F +475 shares

    0.8% of the 13F portfolio, value $1,384,444.

    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 18,053 shares
    Change vs previous 13F -110 shares

    0.73% of the 13F portfolio, value $1,263,711.

    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 18,163 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,303,000.

    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).