Midwestern Financial, LLC /IA: TAXF position timeline

Midwestern Financial, LLC /IA held 23,160 TAXF 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 23,160 shares

   Change vs previous 13F -219 shares

   0.82% of the 13F portfolio, value $1,177,359.

   13F-HR 0002063364-26-000305 filed by Midwestern Financial, LLC /IA
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 23,379 shares

   Change vs previous 13F -1,824 shares

   0.92% of the 13F portfolio, value $1,170,135.

   13F-HR 0002063364-26-000149 filed by Midwestern Financial, LLC /IA
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 25,203 shares

   Change vs previous 13F +128 shares

   1.05% of the 13F portfolio, value $1,269,737.

   13F-HR 0002063364-26-000062 filed by Midwestern Financial, LLC /IA
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 25,075 shares

   Change vs previous 13F -80 shares

   1.08% of the 13F portfolio, value $1,259,516.

   13F-HR 0002063364-25-000278 filed by Midwestern Financial, LLC /IA
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 25,155 shares

   Change vs previous 13F not available

   1.15% of the 13F portfolio, value $1,230,812.

   13F-HR 0002063364-25-000216 filed by Midwestern Financial, LLC /IA
   Filed 2025-08-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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