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Disclosery

Midwest Trust Co: IWY position timeline

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

Midwest Trust Co held 9,698 IWY 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 9,698 shares
    Change vs previous 13F +1,293 shares

    0.03% of the 13F portfolio, value $2,818,495.

    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 8,405 shares
    Change vs previous 13F +822 shares

    0.03% of the 13F portfolio, value $2,091,594.

    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 7,583 shares
    Change vs previous 13F +67 shares

    0.03% of the 13F portfolio, value $2,100,019.

    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 7,516 shares
    Change vs previous 13F -84 shares

    0.03% of the 13F portfolio, value $2,056,703.

    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 7,600 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,873,418.

    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).