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Disclosery

Midwest Heritage Bank, FSB: SHY position timeline

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

Midwest Heritage Bank, FSB held 104,873 SHY 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 104,873 shares
    Change vs previous 13F +3,918 shares

    2.44% of the 13F portfolio, value $8,611,158.

    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 100,955 shares
    Change vs previous 13F +19,008 shares

    2.67% of the 13F portfolio, value $8,335,856.

    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 81,947 shares
    Change vs previous 13F +3,791 shares

    2.34% of the 13F portfolio, value $6,786,846.

    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 78,156 shares
    Change vs previous 13F +380 shares

    2.3% of the 13F portfolio, value $6,483,810.

    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 77,776 shares
    Change vs previous 13F +2,580 shares

    2.42% of the 13F portfolio, value $6,444,551.

    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 75,196 shares
    Change vs previous 13F +10,528 shares

    2.56% of the 13F portfolio, value $6,221,003.

    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 64,668 shares
    Change vs previous 13F -4,584 shares

    2.46% of the 13F portfolio, value $5,301,468.

    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 69,252 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $5,758,302.

    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).