Midwest Financial Group LLC: XLU position timeline

Midwest Financial Group LLC held 76,938 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 76,938 shares

   Change vs previous 13F +6,291 shares

   1.03% of the 13F portfolio, value $3,034,449.

   13F-HR 0001967193-26-000011 filed by Midwest Financial Group LLC
   Accepted 2026-10-15 13:31:22 UTC, ingested 2026-10-15 13:32:10 UTC

2. period ended2026-06-30

   13F 70,647 shares

   Change vs previous 13F +6,848 shares

   1.12% of the 13F portfolio, value $3,203,123.

   13F-HR 0001967193-26-000008 filed by Midwest Financial Group LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 63,799 shares

   Change vs previous 13F +2,303 shares

   1.25% of the 13F portfolio, value $2,927,717.

   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).

4. period ended2025-12-31

   13F 61,496 shares

   Change vs previous 13F +35,272 shares

   1.16% of the 13F portfolio, value $2,625,246.

   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).

5. period ended2025-09-30

   13F 26,224 shares

   Change vs previous 13F +402 shares

   1.09% of the 13F portfolio, value $2,287,034.

   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).

6. period ended2025-06-30

   13F 25,822 shares

   Change vs previous 13F +478 shares

   1.11% of the 13F portfolio, value $2,108,614.

   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).

7. period ended2025-03-31

   13F 25,344 shares

   Change vs previous 13F +1,911 shares

   1.16% of the 13F portfolio, value $1,998,343.

   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).

8. period ended2024-12-31

   13F 23,433 shares

   Change vs previous 13F not available

   1.02% of the 13F portfolio, value $1,773,619.

   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).