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Disclosery

Midwest Heritage Bank, FSB: SPYM position timeline

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

Midwest Heritage Bank, FSB held 86,249 SPYM 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 86,249 shares
    Change vs previous 13F +13 shares

    2.15% of the 13F portfolio, value $7,579,579.

    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 86,236 shares
    Change vs previous 13F -7,428 shares

    2.12% of the 13F portfolio, value $6,600,467.

    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 93,664 shares
    Change vs previous 13F -308 shares

    2.59% of the 13F portfolio, value $7,513,745.

    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 93,972 shares
    Change vs previous 13F -732 shares

    2.61% of the 13F portfolio, value $7,361,757.

    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 94,704 shares
    Change vs previous 13F -1,452 shares

    2.59% of the 13F portfolio, value $6,883,998.

    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 96,156 shares
    Change vs previous 13F -3,668 shares

    2.6% of the 13F portfolio, value $6,323,238.

    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 99,824 shares
    Change vs previous 13F -13,368 shares

    3.19% of the 13F portfolio, value $6,881,885.

    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 113,192 shares
    Change vs previous 13F not available

    3.58% of the 13F portfolio, value $7,641,617.

    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).