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Disclosery

Midwest Trust Co: IJR position timeline

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

Midwest Trust Co held 194,652 IJR 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 194,652 shares
    Change vs previous 13F -6,141 shares

    0.33% of the 13F portfolio, value $28,868,828.

    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 200,793 shares
    Change vs previous 13F -2,539 shares

    0.31% of the 13F portfolio, value $24,960,625.

    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 203,332 shares
    Change vs previous 13F -10,882 shares

    0.3% of the 13F portfolio, value $24,436,496.

    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 214,214 shares
    Change vs previous 13F -17,408 shares

    0.33% of the 13F portfolio, value $25,455,100.

    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 231,622 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $25,314,018.

    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).