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Disclosery

Midwest Trust Co: SDY position timeline

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

Midwest Trust Co held 112,374 SDY 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 112,374 shares
    Change vs previous 13F +1,137 shares

    0.19% of the 13F portfolio, value $17,101,075.

    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 111,237 shares
    Change vs previous 13F -2,296 shares

    0.2% of the 13F portfolio, value $16,233,928.

    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 113,533 shares
    Change vs previous 13F +2,792 shares

    0.2% of the 13F portfolio, value $15,799,252.

    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 110,741 shares
    Change vs previous 13F -2,125 shares

    0.2% of the 13F portfolio, value $15,509,277.

    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 112,866 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $15,319,302.

    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).