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Disclosery

Midwest Trust Co: XLRE position timeline

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

Midwest Trust Co held 6,983 XLRE 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 6,983 shares
    Change vs previous 13F -534 shares

    <0.01% of the 13F portfolio, value $307,461.

    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 7,517 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $306,919.

    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 7,572 shares
    Change vs previous 13F -279 shares

    <0.01% of the 13F portfolio, value $305,530.

    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 7,851 shares
    Change vs previous 13F +236 shares

    <0.01% of the 13F portfolio, value $330,763.

    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 7,615 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $315,413.

    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).