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Midwest Trust Co: IWP position timeline

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

Midwest Trust Co held 160,932 IWP 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 160,932 shares
    Change vs previous 13F +1,368 shares

    0.27% of the 13F portfolio, value $23,562,054.

    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 159,564 shares
    Change vs previous 13F +4,297 shares

    0.25% of the 13F portfolio, value $20,443,340.

    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 155,267 shares
    Change vs previous 13F +1,764 shares

    0.27% of the 13F portfolio, value $21,262,263.

    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 153,503 shares
    Change vs previous 13F +24,348 shares

    0.28% of the 13F portfolio, value $21,860,362.

    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 129,155 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $17,911,215.

    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).