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Midwestern Financial, LLC /IA: ACWX position timeline

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

Midwestern Financial, LLC /IA held 127,559 ACWX 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 127,559 shares
    Change vs previous 13F +6,908 shares

    6.8% of the 13F portfolio, value $9,708,510.

    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 120,651 shares
    Change vs previous 13F +18,903 shares

    6.5% of the 13F portfolio, value $8,260,964.

    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 101,748 shares
    Change vs previous 13F +8,756 shares

    5.65% of the 13F portfolio, value $6,830,354.

    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 92,992 shares
    Change vs previous 13F +17,032 shares

    5.19% of the 13F portfolio, value $6,045,466.

    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 75,960 shares
    Change vs previous 13F not available

    4.34% of the 13F portfolio, value $4,628,963.

    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).