Skip to content
Disclosery

Midwest Trust Co: XLU position timeline

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

Midwest Trust Co held 28,149 XLU 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 28,149 shares
    Change vs previous 13F -410 shares

    0.01% of the 13F portfolio, value $1,276,298.

    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 28,559 shares
    Change vs previous 13F +60 shares

    0.02% of the 13F portfolio, value $1,310,560.

    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 28,499 shares
    Change vs previous 13F +13,382 shares

    0.02% of the 13F portfolio, value $1,216,618.

    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 15,117 shares
    Change vs previous 13F -139 shares

    0.02% of the 13F portfolio, value $1,318,354.

    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 15,256 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,245,805.

    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).