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Disclosery

Midwest Heritage Bank, FSB: DFAE position timeline

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

Midwest Heritage Bank, FSB held 229,088 DFAE 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 229,088 shares
    Change vs previous 13F +2,440 shares

    2.61% of the 13F portfolio, value $9,211,621.

    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 226,648 shares
    Change vs previous 13F +7,699 shares

    2.46% of the 13F portfolio, value $7,674,296.

    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 218,949 shares
    Change vs previous 13F +1,913 shares

    2.46% of the 13F portfolio, value $7,131,182.

    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 217,036 shares
    Change vs previous 13F -717 shares

    2.42% of the 13F portfolio, value $6,843,138.

    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 217,753 shares
    Change vs previous 13F +2,006 shares

    2.37% of the 13F portfolio, value $6,303,949.

    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 215,747 shares
    Change vs previous 13F +36,439 shares

    2.3% of the 13F portfolio, value $5,585,693.

    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 179,308 shares
    Change vs previous 13F +9,563 shares

    2.11% of the 13F portfolio, value $4,549,035.

    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 169,745 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $4,652,714.

    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).