Midwest Heritage Bank, FSB
All 13F Filings
- Location
- West Des Moines, IA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 342,374
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/26/2026 | 52 | 342,374 | 13F-HR | Midwest Heritage Bank, FSB |
| Q2 2026 | 7/28/2026 | 53 | 352,755 | 13F-HR | Midwest Heritage Bank, FSB |
| Q1 2026 | 4/15/2026 | 51 | 311,658 | 13F-HR | Midwest Heritage Bank, FSB |
| Q4 2025 | 2/4/2026 | 59 | 289,727 | 13F-HR | Midwest Heritage Bank, FSB |
| Q3 2025 | 10/27/2025 | 59 | 282,437 | 13F-HR | Midwest Heritage Bank, FSB |
| Q2 2025 | 7/16/2025 | 58 | 265,839 | 13F-HR | Midwest Heritage Bank, FSB |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 119.5 K | 34.9% | 19.11 K | 0 | 19.11 K |
| ETFs | 222.4 K | 65.0% | 0 | 29.63 K | -29.63 K |
| Debt | 430 | 0.1% | 142 | 0 | 142 |
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Fund Snapshot
Q3 2026
Latest filed
10/26/2026
Total value ($000)
342,374
Holdings
52
QoQ value change ($000)
-10,381
(-2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.