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Disclosery

Midwest Trust Co: XLK position timeline

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

Midwest Trust Co held 153,807 XLK 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 153,807 shares
    Change vs previous 13F -1,165 shares

    0.33% of the 13F portfolio, value $29,303,310.

    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 154,972 shares
    Change vs previous 13F -477 shares

    0.26% of the 13F portfolio, value $20,595,779.

    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 155,449 shares
    Change vs previous 13F +78,423 shares

    0.28% of the 13F portfolio, value $22,379,993.

    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 77,026 shares
    Change vs previous 13F -3,675 shares

    0.28% of the 13F portfolio, value $21,710,548.

    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 80,701 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $20,435,914.

    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).