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Midwest Professional Planners, LTD.: IWV position timeline

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

Midwest Professional Planners, LTD. held 15,165 IWV 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 15,165 shares
    Change vs previous 13F +105 shares

    1.27% of the 13F portfolio, value $6,466,280.

    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 15,060 shares
    Change vs previous 13F +338 shares

    1.31% of the 13F portfolio, value $5,582,491.

    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 14,722 shares
    Change vs previous 13F +512 shares

    1.35% of the 13F portfolio, value $5,695,034.

    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).

  4. period ended2025-09-30
    13F 14,210 shares
    Change vs previous 13F -245 shares

    1.31% of the 13F portfolio, value $5,384,643.

    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 14,455 shares
    Change vs previous 13F +1,353 shares

    1.34% of the 13F portfolio, value $5,073,758.

    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).

  6. period ended2025-03-31
    13F 13,102 shares
    Change vs previous 13F +637 shares

    1.3% of the 13F portfolio, value $4,161,737.

    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 12,465 shares
    Change vs previous 13F -36 shares

    1.24% of the 13F portfolio, value $4,166,445.

    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 12,501 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $4,084,400.

    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).