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Disclosery

Midwest Trust Co: IWR position timeline

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

Midwest Trust Co held 91,053 IWR 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 91,053 shares
    Change vs previous 13F -11,366 shares

    0.11% of the 13F portfolio, value $10,044,967.

    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 102,419 shares
    Change vs previous 13F +21,370 shares

    0.12% of the 13F portfolio, value $9,958,199.

    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 81,049 shares
    Change vs previous 13F +5,305 shares

    0.1% of the 13F portfolio, value $7,802,587.

    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 75,744 shares
    Change vs previous 13F +768 shares

    0.1% of the 13F portfolio, value $7,313,083.

    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 74,976 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,895,543.

    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).