Midwestern Financial, LLC /IA: QUAL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Midwestern Financial, LLC /IA on QUAL, newest first. How the timeline and the estimate are built.
Midwestern Financial, LLC /IA held 9,427 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 9,427 sharesChange vs previous 13F -196 shares
1.45% of the 13F portfolio, value $2,068,557.
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 9,623 sharesChange vs previous 13F -114 shares
1.45% of the 13F portfolio, value $1,845,865.
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 9,737 sharesChange vs previous 13F +1,257 shares
1.6% of the 13F portfolio, value $1,933,859.
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 8,480 sharesChange vs previous 13F -2,705 shares
1.42% of the 13F portfolio, value $1,649,324.
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 11,185 sharesChange vs previous 13F not available
1.92% of the 13F portfolio, value $2,044,769.
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).