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Midwest Professional Planners, LTD.: SHV position timeline

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

Midwest Professional Planners, LTD. held 113,969 SHV 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 113,969 shares
    Change vs previous 13F -41,505 shares

    2.46% of the 13F portfolio, value $12,576,442.

    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 155,474 shares
    Change vs previous 13F +13,748 shares

    4.04% of the 13F portfolio, value $17,162,791.

    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 141,726 shares
    Change vs previous 13F -8,416 shares

    3.7% of the 13F portfolio, value $15,611,064.

    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 150,142 shares
    Change vs previous 13F -33,361 shares

    4.05% of the 13F portfolio, value $16,589,187.

    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 183,503 shares
    Change vs previous 13F +135,114 shares

    5.34% of the 13F portfolio, value $20,262,429.

    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 48,389 shares
    Change vs previous 13F +22,923 shares

    1.66% of the 13F portfolio, value $5,345,080.

    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 25,466 shares
    Change vs previous 13F +2,197 shares

    0.84% of the 13F portfolio, value $2,804,009.

    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 23,269 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,574,265.

    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).