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Midwest Trust Co: WM position timeline

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

Midwest Trust Co held 98,061 WM 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 98,061 shares
    Change vs previous 13F +1,115 shares

    0.25% of the 13F portfolio, value $21,855,836.

    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 96,946 shares
    Change vs previous 13F -517 shares

    0.28% of the 13F portfolio, value $22,277,221.

    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 97,463 shares
    Change vs previous 13F +6,618 shares

    0.27% of the 13F portfolio, value $21,413,596.

    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 90,845 shares
    Change vs previous 13F -689 shares

    0.26% of the 13F portfolio, value $20,061,301.

    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 91,534 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $20,944,810.

    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).