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Disclosery

Midwest Heritage Bank, FSB: FPE position timeline

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

Midwest Heritage Bank, FSB held 495,910 FPE 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 495,910 shares
    Change vs previous 13F +20,812 shares

    2.51% of the 13F portfolio, value $8,866,862.

    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 475,098 shares
    Change vs previous 13F +80,943 shares

    2.71% of the 13F portfolio, value $8,432,997.

    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 394,155 shares
    Change vs previous 13F +18,982 shares

    2.48% of the 13F portfolio, value $7,181,509.

    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 375,173 shares
    Change vs previous 13F +7,612 shares

    2.42% of the 13F portfolio, value $6,843,147.

    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 367,561 shares
    Change vs previous 13F +7,670 shares

    2.46% of the 13F portfolio, value $6,542,593.

    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 359,891 shares
    Change vs previous 13F +66,427 shares

    2.61% of the 13F portfolio, value $6,330,475.

    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 293,464 shares
    Change vs previous 13F +7,382 shares

    2.41% of the 13F portfolio, value $5,194,314.

    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 286,082 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $5,178,079.

    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).