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Disclosery

Midwest Trust Co: IBM position timeline

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

Midwest Trust Co held 58,173 IBM 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 58,173 shares
    Change vs previous 13F -1,445 shares

    0.19% of the 13F portfolio, value $16,358,829.

    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 59,618 shares
    Change vs previous 13F -1,412 shares

    0.18% of the 13F portfolio, value $14,450,807.

    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 61,030 shares
    Change vs previous 13F -175 shares

    0.23% of the 13F portfolio, value $18,077,696.

    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 61,205 shares
    Change vs previous 13F -907 shares

    0.22% of the 13F portfolio, value $17,269,603.

    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 62,112 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $18,309,375.

    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).