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Disclosery

Midwest Trust Co: IWF position timeline

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

Midwest Trust Co held 492,300 IWF 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 492,300 shares
    Change vs previous 13F +371,938 shares

    0.69% of the 13F portfolio, value $61,128,891.

    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 120,362 shares
    Change vs previous 13F +4,361 shares

    0.64% of the 13F portfolio, value $51,322,357.

    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 116,001 shares
    Change vs previous 13F +3,524 shares

    0.69% of the 13F portfolio, value $54,903,273.

    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 112,477 shares
    Change vs previous 13F +450 shares

    0.69% of the 13F portfolio, value $52,685,352.

    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 112,027 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $47,564,424.

    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).