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Disclosery

Midwest Heritage Bank, FSB: IVV position timeline

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

Midwest Heritage Bank, FSB held 2,051 IVV 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 2,051 shares
    Change vs previous 13F -50 shares

    0.44% of the 13F portfolio, value $1,535,788.

    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 2,101 shares
    Change vs previous 13F -3 shares

    0.44% of the 13F portfolio, value $1,372,233.

    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 2,104 shares
    Change vs previous 13F +28 shares

    0.5% of the 13F portfolio, value $1,440,945.

    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 2,076 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,389,302.

    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 2,076 shares
    Change vs previous 13F -200 shares

    0.48% of the 13F portfolio, value $1,288,835.

    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 2,276 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,278,746.

    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 2,276 shares
    Change vs previous 13F -100 shares

    0.62% of the 13F portfolio, value $1,339,690.

    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 2,376 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,370,382.

    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).