Midwestern Financial, LLC /IA: QQQ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Midwestern Financial, LLC /IA on QQQ, newest first. How the timeline and the estimate are built.
Midwestern Financial, LLC /IA held 4,390 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 4,390 sharesChange vs previous 13F 0 shares
2.26% of the 13F portfolio, value $3,233,148.
13F-HR 0002063364-26-000305 filed by Midwestern Financial, LLC /IA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,390 sharesChange vs previous 13F +5 shares
1.99% of the 13F portfolio, value $2,534,096.
13F-HR 0002063364-26-000149 filed by Midwestern Financial, LLC /IA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,385 sharesChange vs previous 13F -178 shares
2.23% of the 13F portfolio, value $2,693,632.
13F-HR 0002063364-26-000062 filed by Midwestern Financial, LLC /IA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,563 sharesChange vs previous 13F +178 shares
2.35% of the 13F portfolio, value $2,739,830.
13F-HR 0002063364-25-000278 filed by Midwestern Financial, LLC /IA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,385 sharesChange vs previous 13F not available
2.27% of the 13F portfolio, value $2,418,861.
13F-HR 0002063364-25-000216 filed by Midwestern Financial, LLC /IA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).