Skip to content

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

  1. period ended2026-06-30
    13F 124,317 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 93,502 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 76,195 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 54,559 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 50,893 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).