Midwestern Financial, LLC /IA: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Midwestern Financial, LLC /IA on VTI, newest first. How the timeline and the estimate are built.
Midwestern Financial, LLC /IA held 10,341 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 10,341 sharesChange vs previous 13F -698 shares
2.68% of the 13F portfolio, value $3,826,581.
13F-HR 0002063364-26-000305 filed by Midwestern Financial, LLC /IA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,039 sharesChange vs previous 13F -2,079 shares
2.79% of the 13F portfolio, value $3,541,265.
13F-HR 0002063364-26-000149 filed by Midwestern Financial, LLC /IA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,118 sharesChange vs previous 13F -2,640 shares
3.64% of the 13F portfolio, value $4,398,210.
13F-HR 0002063364-26-000062 filed by Midwestern Financial, LLC /IA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,758 sharesChange vs previous 13F +409 shares
4.44% of the 13F portfolio, value $5,171,256.
13F-HR 0002063364-25-000278 filed by Midwestern Financial, LLC /IA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,349 sharesChange vs previous 13F not available
4.37% of the 13F portfolio, value $4,664,770.
13F-HR 0002063364-25-000216 filed by Midwestern Financial, LLC /IA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).