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Midwest Heritage Bank, FSB: CGMU position timeline

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

Midwest Heritage Bank, FSB held 17,402 CGMU 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 17,402 shares
    Change vs previous 13F +120 shares

    0.14% of the 13F portfolio, value $478,043.

    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 17,282 shares
    Change vs previous 13F -2,298 shares

    0.15% of the 13F portfolio, value $469,198.

    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 19,580 shares
    Change vs previous 13F +3,446 shares

    0.19% of the 13F portfolio, value $536,098.

    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 16,134 shares
    Change vs previous 13F +20 shares

    0.16% of the 13F portfolio, value $440,290.

    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 16,114 shares
    Change vs previous 13F +20 shares

    0.16% of the 13F portfolio, value $430,074.

    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 16,094 shares
    Change vs previous 13F +19 shares

    0.18% of the 13F portfolio, value $431,639.

    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 16,075 shares
    Change vs previous 13F +1,283 shares

    0.2% of the 13F portfolio, value $432,739.

    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 14,792 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $406,189.

    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).