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Midwest Trust Co: VNQ position timeline

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

Midwest Trust Co held 89,025 VNQ 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 89,025 shares
    Change vs previous 13F -286,719 shares

    0.1% of the 13F portfolio, value $8,584,676.

    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 375,744 shares
    Change vs previous 13F -248,450 shares

    0.42% of the 13F portfolio, value $33,328,498.

    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 624,194 shares
    Change vs previous 13F +11,980 shares

    0.69% of the 13F portfolio, value $55,234,968.

    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 612,214 shares
    Change vs previous 13F +15,518 shares

    0.73% of the 13F portfolio, value $55,968,594.

    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 596,696 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $53,141,723.

    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).