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Disclosery

Midwest Heritage Bank, FSB: TLT position timeline

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

Midwest Heritage Bank, FSB held 57,885 TLT 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 57,885 shares
    Change vs previous 13F +2,897 shares

    1.42% of the 13F portfolio, value $5,002,439.

    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 54,988 shares
    Change vs previous 13F +12,318 shares

    1.53% of the 13F portfolio, value $4,766,934.

    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 42,670 shares
    Change vs previous 13F +2,595 shares

    1.28% of the 13F portfolio, value $3,719,129.

    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 40,075 shares
    Change vs previous 13F +1,104 shares

    1.27% of the 13F portfolio, value $3,581,508.

    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 38,971 shares
    Change vs previous 13F +3,088 shares

    1.29% of the 13F portfolio, value $3,439,208.

    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 35,883 shares
    Change vs previous 13F +16,335 shares

    1.34% of the 13F portfolio, value $3,266,448.

    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 19,548 shares
    Change vs previous 13F +15,439 shares

    0.79% of the 13F portfolio, value $1,707,094.

    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 4,109 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $403,058.

    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).