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Midwest Professional Planners, LTD.: SPY position timeline

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

Midwest Professional Planners, LTD. held 72,460 SPY 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 72,460 shares
    Change vs previous 13F +4,610 shares

    10.6% of the 13F portfolio, value $54,111,177.

    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 67,850 shares
    Change vs previous 13F +1,404 shares

    10.39% of the 13F portfolio, value $44,125,507.

    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 66,446 shares
    Change vs previous 13F +3,078 shares

    10.73% of the 13F portfolio, value $45,310,768.

    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 63,368 shares
    Change vs previous 13F +4,796 shares

    10.3% of the 13F portfolio, value $42,214,242.

    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 58,572 shares
    Change vs previous 13F +301 shares

    9.53% of the 13F portfolio, value $36,188,546.

    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 58,271 shares
    Change vs previous 13F -10,850 shares

    10.14% of the 13F portfolio, value $32,595,952.

    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 69,121 shares
    Change vs previous 13F -13,632 shares

    12.1% of the 13F portfolio, value $40,510,155.

    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 82,753 shares
    Change vs previous 13F not available

    14.52% of the 13F portfolio, value $47,480,514.

    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).