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Midwestern Financial, LLC /IA: BND position timeline

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

Midwestern Financial, LLC /IA held 4,094 BND 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 4,094 shares
    Change vs previous 13F -266 shares

    0.21% of the 13F portfolio, value $300,537.

    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 4,360 shares
    Change vs previous 13F +28 shares

    0.25% of the 13F portfolio, value $321,044.

    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 4,332 shares
    Change vs previous 13F -243 shares

    0.27% of the 13F portfolio, value $320,868.

    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 4,575 shares
    Change vs previous 13F +341 shares

    0.29% of the 13F portfolio, value $340,246.

    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 4,234 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $311,781.

    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).