Skip to content

Midwestern Financial, LLC /IA: VGSH position timeline

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

Midwestern Financial, LLC /IA held 36,541 VGSH 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 36,541 shares
    Change vs previous 13F -874 shares

    1.49% of the 13F portfolio, value $2,126,645.

    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 37,415 shares
    Change vs previous 13F -4,858 shares

    1.72% of the 13F portfolio, value $2,190,268.

    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 42,273 shares
    Change vs previous 13F -1,457 shares

    2.05% of the 13F portfolio, value $2,482,695.

    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 43,730 shares
    Change vs previous 13F -139 shares

    2.21% of the 13F portfolio, value $2,573,489.

    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 43,869 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $2,578,594.

    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).