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Disclosery

Midwest Trust Co: IWS position timeline

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

Midwest Trust Co held 40,508 IWS 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 40,508 shares
    Change vs previous 13F +2,563 shares

    0.08% of the 13F portfolio, value $6,667,617.

    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 37,945 shares
    Change vs previous 13F +2,028 shares

    0.07% of the 13F portfolio, value $5,530,104.

    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 35,917 shares
    Change vs previous 13F +4,321 shares

    0.06% of the 13F portfolio, value $5,066,093.

    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 31,596 shares
    Change vs previous 13F +6,255 shares

    0.06% of the 13F portfolio, value $4,413,013.

    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 25,341 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,348,560.

    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).