Current Market Value 190,217,543
Current Holdings 114
Most Recent File Date 2025-07-18
Total Filings on Record 10
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Midwest Financial Group LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-18 2025-06-30 13F-HR 114 190,218
2025-04-22 2025-03-31 13F-HR 108 172,101
2025-01-21 2024-12-31 13F-HR 111 174,136
2024-10-17 2024-09-30 13F-HR 109 170,276
2024-07-17 2024-06-30 13F-HR 105 157,165
2024-04-11 2024-03-31 13F-HR 104 148,843
2024-01-25 2023-12-31 13F-HR 100 133,989
2023-10-17 2023-09-30 13F-HR 94 118,147
2023-07-27 2023-06-30 13F-HR 97 117,984
2023-04-20 2023-03-31 13F-HR 90 108,511