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Disclosery

Midwest Heritage Bank, FSB: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Midwest Heritage Bank, FSB on AVUV, newest first. How the timeline and the estimate are built.

Midwest Heritage Bank, FSB held 70,755 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,755 shares
    Change vs previous 13F +655 shares

    2.5% of the 13F portfolio, value $8,827,429.

    13F-HR 0001906805-26-000004 filed by Midwest Heritage Bank, FSB
    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 70,100 shares
    Change vs previous 13F +3,198 shares

    2.48% of the 13F portfolio, value $7,743,959.

    13F-HR 0001906805-26-000002 filed by Midwest Heritage Bank, FSB
    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 66,902 shares
    Change vs previous 13F +314 shares

    2.35% of the 13F portfolio, value $6,822,617.

    13F-HR 0001906805-26-000001 filed by Midwest Heritage Bank, FSB
    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 66,588 shares
    Change vs previous 13F +72 shares

    2.35% of the 13F portfolio, value $6,627,499.

    13F-HR 0001906805-25-000006 filed by Midwest Heritage Bank, FSB
    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 66,516 shares
    Change vs previous 13F +282 shares

    2.28% of the 13F portfolio, value $6,059,603.

    13F-HR 0001906805-25-000004 filed by Midwest Heritage Bank, FSB
    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 66,234 shares
    Change vs previous 13F +7,540 shares

    2.38% of the 13F portfolio, value $5,773,648.

    13F-HR 0001906805-25-000003 filed by Midwest Heritage Bank, FSB
    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 58,694 shares
    Change vs previous 13F +504 shares

    2.63% of the 13F portfolio, value $5,665,716.

    13F-HR 0001906805-25-000001 filed by Midwest Heritage Bank, FSB
    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 58,190 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $5,583,286.

    13F-HR 0001906805-24-000005 filed by Midwest Heritage Bank, FSB
    Filed (acceptance time not in the bulk data set), ingested

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