Midwestern Financial, LLC /IA: SHYD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Midwestern Financial, LLC /IA on SHYD, newest first. How the timeline and the estimate are built.
Midwestern Financial, LLC /IA held 124,317 SHYD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 124,317 sharesChange vs previous 13F +30,815 shares
1.99% of the 13F portfolio, value $2,846,848.
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 93,502 sharesChange vs previous 13F +17,307 shares
1.67% of the 13F portfolio, value $2,118,759.
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 76,195 sharesChange vs previous 13F +21,636 shares
1.44% of the 13F portfolio, value $1,745,626.
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 54,559 sharesChange vs previous 13F +3,666 shares
1.07% of the 13F portfolio, value $1,249,392.
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 50,893 sharesChange vs previous 13F not available
1.08% of the 13F portfolio, value $1,149,632.
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).