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Disclosery

Midwest Trust Co: XLE position timeline

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

Midwest Trust Co held 49,896 XLE 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 49,896 shares
    Change vs previous 13F -1,564 shares

    0.03% of the 13F portfolio, value $2,649,977.

    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 51,460 shares
    Change vs previous 13F +1,432 shares

    0.04% of the 13F portfolio, value $3,152,440.

    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 50,028 shares
    Change vs previous 13F +25,121 shares

    0.03% of the 13F portfolio, value $2,236,752.

    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 24,907 shares
    Change vs previous 13F -310 shares

    0.03% of the 13F portfolio, value $2,225,191.

    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 25,217 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,138,654.

    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).