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Disclosery

Midwest Heritage Bank, FSB: FTA position timeline

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

Midwest Heritage Bank, FSB held 43,674 FTA 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 43,674 shares
    Change vs previous 13F -2,590 shares

    1.2% of the 13F portfolio, value $4,227,569.

    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 46,264 shares
    Change vs previous 13F -8,821 shares

    1.37% of the 13F portfolio, value $4,272,477.

    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 55,085 shares
    Change vs previous 13F -3,392 shares

    1.64% of the 13F portfolio, value $4,745,419.

    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 58,477 shares
    Change vs previous 13F -2,294 shares

    1.73% of the 13F portfolio, value $4,872,693.

    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 60,771 shares
    Change vs previous 13F -13,020 shares

    1.8% of the 13F portfolio, value $4,778,450.

    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 73,791 shares
    Change vs previous 13F -59,335 shares

    2.33% of the 13F portfolio, value $5,661,279.

    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 133,126 shares
    Change vs previous 13F -51,916 shares

    4.72% of the 13F portfolio, value $10,178,799.

    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 185,042 shares
    Change vs previous 13F not available

    6.85% of the 13F portfolio, value $14,642,392.

    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).