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Disclosery

Midwest Trust Co: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Midwest Trust Co on BIV, newest first. How the timeline and the estimate are built.

Midwest Trust Co held 523,378 BIV 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 523,378 shares
    Change vs previous 13F +99,081 shares

    0.45% of the 13F portfolio, value $40,143,112.

    13F-HR 0002077080-26-000012 filed by Midwest Trust Co
    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 424,297 shares
    Change vs previous 13F -37,164 shares

    0.41% of the 13F portfolio, value $32,747,224.

    13F-HR 0002077080-26-000009 filed by Midwest Trust Co
    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 461,461 shares
    Change vs previous 13F +123,566 shares

    0.45% of the 13F portfolio, value $35,938,620.

    13F-HR 0002077080-26-000002 filed by Midwest Trust Co
    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 337,895 shares
    Change vs previous 13F -1,369 shares

    0.34% of the 13F portfolio, value $26,386,219.

    13F-HR 0002077080-25-000006 filed by Midwest Trust Co
    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 339,264 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $26,238,661.

    13F-HR 0002077080-25-000004 filed by Midwest Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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