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Midwestern Financial, LLC /IA: SBUX position timeline

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

Midwestern Financial, LLC /IA held 6,906 SBUX 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 6,906 shares
    Change vs previous 13F -2,378 shares

    0.49% of the 13F portfolio, value $705,717.

    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 9,284 shares
    Change vs previous 13F -1,464 shares

    0.65% of the 13F portfolio, value $831,739.

    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 10,748 shares
    Change vs previous 13F -923 shares

    0.75% of the 13F portfolio, value $905,049.

    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 11,671 shares
    Change vs previous 13F +81 shares

    0.85% of the 13F portfolio, value $987,343.

    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 11,590 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,062,011.

    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).