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Midwest Heritage Bank, FSB: CGCV position timeline

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

Midwest Heritage Bank, FSB held 232,205 CGCV 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 232,205 shares
    Change vs previous 13F +10,535 shares

    2.16% of the 13F portfolio, value $7,620,979.

    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 221,670 shares
    Change vs previous 13F +78,458 shares

    2.12% of the 13F portfolio, value $6,607,978.

    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 143,212 shares
    Change vs previous 13F +9,451 shares

    1.51% of the 13F portfolio, value $4,366,544.

    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 133,761 shares
    Change vs previous 13F +5,726 shares

    1.43% of the 13F portfolio, value $4,027,548.

    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 128,035 shares
    Change vs previous 13F +11,219 shares

    1.38% of the 13F portfolio, value $3,661,798.

    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 116,816 shares
    Change vs previous 13F +62,568 shares

    1.3% of the 13F portfolio, value $3,167,472.

    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 54,248 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,439,748.

    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).