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Disclosery

Midwest Heritage Bank, FSB: CGUS position timeline

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

Midwest Heritage Bank, FSB held 1,081,516 CGUS 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 1,081,516 shares
    Change vs previous 13F +28,425 shares

    13.64% of the 13F portfolio, value $48,105,814.

    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 1,053,091 shares
    Change vs previous 13F +77,383 shares

    12.98% of the 13F portfolio, value $40,459,756.

    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 975,708 shares
    Change vs previous 13F -798 shares

    13.55% of the 13F portfolio, value $39,252,729.

    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 976,506 shares
    Change vs previous 13F -1,618 shares

    13.67% of the 13F portfolio, value $38,611,054.

    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 978,124 shares
    Change vs previous 13F +28,790 shares

    13.59% of the 13F portfolio, value $36,122,133.

    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 949,334 shares
    Change vs previous 13F +110,454 shares

    13.06% of the 13F portfolio, value $31,707,762.

    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 838,880 shares
    Change vs previous 13F +30,875 shares

    13.61% of the 13F portfolio, value $29,335,632.

    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 808,005 shares
    Change vs previous 13F not available

    12.96% of the 13F portfolio, value $27,698,414.

    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).