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Disclosery

Midwest Heritage Bank, FSB: PFG position timeline

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

Midwest Heritage Bank, FSB held 3,168 PFG 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 3,168 shares
    Change vs previous 13F +13 shares

    0.1% of the 13F portfolio, value $341,493.

    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 3,155 shares
    Change vs previous 13F +3,155 shares

    0.09% of the 13F portfolio, value $284,319.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,803 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 2,803 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $236,494.

    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).