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Disclosery

Midwest Heritage Bank, FSB: CGDV position timeline

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

Midwest Heritage Bank, FSB held 720,352 CGDV 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 720,352 shares
    Change vs previous 13F +10,842 shares

    10.06% of the 13F portfolio, value $35,498,935.

    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 709,510 shares
    Change vs previous 13F +61,800 shares

    9.68% of the 13F portfolio, value $30,182,556.

    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 647,710 shares
    Change vs previous 13F +1,857 shares

    9.76% of the 13F portfolio, value $28,266,085.

    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 645,853 shares
    Change vs previous 13F +4,024 shares

    9.61% of the 13F portfolio, value $27,145,202.

    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 641,829 shares
    Change vs previous 13F +14,491 shares

    9.53% of the 13F portfolio, value $25,345,815.

    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 627,338 shares
    Change vs previous 13F +116,381 shares

    9.21% of the 13F portfolio, value $22,358,340.

    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 510,957 shares
    Change vs previous 13F +57,501 shares

    8.36% of the 13F portfolio, value $18,016,358.

    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 453,456 shares
    Change vs previous 13F not available

    7.73% of the 13F portfolio, value $16,523,924.

    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).