Midwestern Financial, LLC /IA: VBR position timeline

Midwestern Financial, LLC /IA held 11,654 VBR 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 11,654 shares

   Change vs previous 13F -315 shares

   1.98% of the 13F portfolio, value $2,831,728.

   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 11,969 shares

   Change vs previous 13F -3,889 shares

   2.05% of the 13F portfolio, value $2,600,306.

   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 15,858 shares

   Change vs previous 13F +557 shares

   2.78% of the 13F portfolio, value $3,358,473.

   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 15,301 shares

   Change vs previous 13F -511 shares

   2.74% of the 13F portfolio, value $3,193,316.

   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 15,812 shares

   Change vs previous 13F not available

   2.89% of the 13F portfolio, value $3,083,425.

   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).