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Disclosery

Midwest Trust Co: XLI position timeline

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

Midwest Trust Co held 37,133 XLI 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 37,133 shares
    Change vs previous 13F -318 shares

    0.08% of the 13F portfolio, value $6,878,146.

    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 37,451 shares
    Change vs previous 13F +102 shares

    0.08% of the 13F portfolio, value $6,056,950.

    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 37,349 shares
    Change vs previous 13F +399 shares

    0.07% of the 13F portfolio, value $5,793,577.

    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 36,950 shares
    Change vs previous 13F -554 shares

    0.07% of the 13F portfolio, value $5,698,799.

    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 37,504 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,532,590.

    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).