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Midwestern Financial, LLC /IA: VO position timeline

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

Midwestern Financial, LLC /IA held 46,442 VO 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 46,442 shares
    Change vs previous 13F +36,303 shares

    2.62% of the 13F portfolio, value $3,741,794.

    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 10,139 shares
    Change vs previous 13F +2,244 shares

    2.29% of the 13F portfolio, value $2,911,882.

    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 7,895 shares
    Change vs previous 13F +1,254 shares

    1.9% of the 13F portfolio, value $2,291,425.

    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 6,641 shares
    Change vs previous 13F +2,542 shares

    1.67% of the 13F portfolio, value $1,950,562.

    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 4,099 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,147,048.

    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).