Midwestern Financial, LLC /IA: XLI position timeline

Midwestern Financial, LLC /IA held 6,477 XLI 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 6,477 shares

   Change vs previous 13F +16 shares

   0.84% of the 13F portfolio, value $1,199,680.

   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 6,461 shares

   Change vs previous 13F +18 shares

   0.82% of the 13F portfolio, value $1,044,901.

   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 6,443 shares

   Change vs previous 13F +22 shares

   0.83% of the 13F portfolio, value $999,448.

   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 6,421 shares

   Change vs previous 13F +26 shares

   0.85% of the 13F portfolio, value $990,366.

   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 6,395 shares

   Change vs previous 13F not available

   0.88% of the 13F portfolio, value $943,381.

   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).