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Disclosery

Midwest Trust Co: IVV position timeline

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

Midwest Trust Co held 100,336 IVV 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 100,336 shares
    Change vs previous 13F -920 shares

    0.85% of the 13F portfolio, value $75,140,627.

    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 101,256 shares
    Change vs previous 13F +4,027 shares

    0.82% of the 13F portfolio, value $66,141,432.

    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 97,229 shares
    Change vs previous 13F +6,548 shares

    0.83% of the 13F portfolio, value $66,596,289.

    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 90,681 shares
    Change vs previous 13F +1,741 shares

    0.79% of the 13F portfolio, value $60,692,558.

    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 88,940 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $55,222,899.

    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).