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Disclosery

Midwest Trust Co: IWD position timeline

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

Midwest Trust Co held 155,710 IWD 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 155,710 shares
    Change vs previous 13F -1,396 shares

    0.43% of the 13F portfolio, value $37,748,775.

    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 157,106 shares
    Change vs previous 13F +10,290 shares

    0.42% of the 13F portfolio, value $33,568,839.

    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 146,816 shares
    Change vs previous 13F +11,063 shares

    0.39% of the 13F portfolio, value $30,881,277.

    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 135,753 shares
    Change vs previous 13F +4,892 shares

    0.36% of the 13F portfolio, value $27,637,953.

    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 130,861 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $25,417,132.

    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).