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Disclosery

Midwest Financial Group LLC: XLV position timeline

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

Midwest Financial Group LLC held 11,567 XLV 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 11,567 shares
    Change vs previous 13F +2,211 shares

    0.64% of the 13F portfolio, value $1,835,198.

    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 9,356 shares
    Change vs previous 13F +120 shares

    0.58% of the 13F portfolio, value $1,371,687.

    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 9,236 shares
    Change vs previous 13F +100 shares

    0.63% of the 13F portfolio, value $1,429,694.

    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 9,136 shares
    Change vs previous 13F +286 shares

    0.61% of the 13F portfolio, value $1,271,397.

    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 8,850 shares
    Change vs previous 13F +1,962 shares

    0.63% of the 13F portfolio, value $1,192,837.

    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 6,888 shares
    Change vs previous 13F +90 shares

    0.58% of the 13F portfolio, value $1,005,644.

    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 6,798 shares
    Change vs previous 13F -91 shares

    0.54% of the 13F portfolio, value $935,230.

    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 6,889 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,061,000.

    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).