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Disclosery

Midwest Trust Co: MSFT position timeline

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

Midwest Trust Co held 808,387 MSFT 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 808,387 shares
    Change vs previous 13F +28,911 shares

    3.42% of the 13F portfolio, value $301,544,525.

    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 779,476 shares
    Change vs previous 13F +39,281 shares

    3.6% of the 13F portfolio, value $288,538,792.

    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 740,195 shares
    Change vs previous 13F +8,191 shares

    4.47% of the 13F portfolio, value $357,973,043.

    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 732,004 shares
    Change vs previous 13F -1,306 shares

    4.93% of the 13F portfolio, value $379,141,730.

    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 733,310 shares
    Change vs previous 13F not available

    5.05% of the 13F portfolio, value $364,755,814.

    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).