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Midwestern Financial, LLC /IA: ACWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Midwestern Financial, LLC /IA on ACWI, newest first. How the timeline and the estimate are built.

Midwestern Financial, LLC /IA held 2,792 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,792 shares
    Change vs previous 13F -394 shares

    0.31% of the 13F portfolio, value $438,231.

    13F-HR 0002063364-26-000305 filed by Midwestern Financial, LLC /IA
    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 3,186 shares
    Change vs previous 13F -89 shares

    0.35% of the 13F portfolio, value $440,759.

    13F-HR 0002063364-26-000149 filed by Midwestern Financial, LLC /IA
    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 3,275 shares
    Change vs previous 13F -644 shares

    0.38% of the 13F portfolio, value $463,324.

    13F-HR 0002063364-26-000062 filed by Midwestern Financial, LLC /IA
    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 3,919 shares
    Change vs previous 13F -569 shares

    0.47% of the 13F portfolio, value $541,787.

    13F-HR 0002063364-25-000278 filed by Midwestern Financial, LLC /IA
    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 4,488 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $577,123.

    13F-HR 0002063364-25-000216 filed by Midwestern Financial, LLC /IA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).