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Midwest Professional Planners, LTD.: CWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Midwest Professional Planners, LTD. on CWB, newest first. How the timeline and the estimate are built.

Midwest Professional Planners, LTD. held 37,666 CWB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,666 shares
    Change vs previous 13F -1,273 shares

    0.8% of the 13F portfolio, value $4,061,118.

    13F-HR 0001104659-26-091019 filed by Midwest Professional Planners, LTD.
    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 38,939 shares
    Change vs previous 13F +38,939 shares

    0.84% of the 13F portfolio, value $3,563,697.

    13F-HR 0001104659-26-055534 filed by Midwest Professional Planners, LTD.
    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 0 shares
    Change vs previous 13F -38,133 shares

    13F-HR 0001104659-26-011339 filed by Midwest Professional Planners, LTD.
    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 ended2025-09-30
    13F 38,133 shares
    Change vs previous 13F +38,133 shares

    0.84% of the 13F portfolio, value $3,450,999.

    13F-HR 0001104659-25-106059 filed by Midwest Professional Planners, LTD.
    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 0 shares
    Change vs previous 13F -16,534 shares

    13F-HR 0001104659-25-075997 filed by Midwest Professional Planners, LTD.
    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.

  6. period ended2025-03-31
    13F 16,534 shares
    Change vs previous 13F +2,101 shares

    0.39% of the 13F portfolio, value $1,266,802.

    13F-HR 0001104659-25-043940 filed by Midwest Professional Planners, LTD.
    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 14,433 shares
    Change vs previous 13F -36,448 shares

    0.34% of the 13F portfolio, value $1,124,162.

    13F-HR 0001104659-25-010809 filed by Midwest Professional Planners, LTD.
    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 50,881 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $3,897,007.

    13F-HR 0001104659-24-118614 filed by Midwest Professional Planners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).