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Disclosery

Midwest Financial Group LLC: XLE position timeline

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

Midwest Financial Group LLC held 36,295 XLE 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 36,295 shares
    Change vs previous 13F -3,994 shares

    0.68% of the 13F portfolio, value $1,927,646.

    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 40,289 shares
    Change vs previous 13F -1,385 shares

    1.05% of the 13F portfolio, value $2,468,115.

    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 41,674 shares
    Change vs previous 13F +11,027 shares

    0.82% of the 13F portfolio, value $1,863,222.

    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 30,647 shares
    Change vs previous 13F -77 shares

    1.31% of the 13F portfolio, value $2,737,980.

    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 30,724 shares
    Change vs previous 13F -964 shares

    1.37% of the 13F portfolio, value $2,605,692.

    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 31,688 shares
    Change vs previous 13F +774 shares

    1.72% of the 13F portfolio, value $2,961,243.

    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 30,914 shares
    Change vs previous 13F +1,523 shares

    1.52% of the 13F portfolio, value $2,648,083.

    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 29,391 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $2,581,000.

    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).