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Midwest Trust Co: ITOT position timeline

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

Midwest Trust Co held 16,866 ITOT 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 16,866 shares
    Change vs previous 13F +1,156 shares

    0.03% of the 13F portfolio, value $2,770,578.

    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 15,710 shares
    Change vs previous 13F +57 shares

    0.03% of the 13F portfolio, value $2,237,575.

    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 15,653 shares
    Change vs previous 13F +5,048 shares

    0.03% of the 13F portfolio, value $2,327,445.

    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 10,605 shares
    Change vs previous 13F +2,536 shares

    0.02% of the 13F portfolio, value $1,544,618.

    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 8,069 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,089,638.

    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).