Midwest Financial Partners Investments, Inc.
All 13F Filings
- Location
- St. Cloud, MN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 260,094
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 | 10/8/2026 | 80 | 260,094 | 13F-HR | Midwest Financial Partners Investments, Inc. |
| Q2 2026 | 7/15/2026 | 80 | 240,787 | 13F-HR | Midwest Financial Partners Investments, Inc. |
| Q1 2026 | 4/23/2026 | 76 | 188,573 | 13F-HR | Midwest Financial Partners Investments, Inc. |
| Q4 2025 | 2/6/2026 | 69 | 179,961 | 13F-HR | Midwest Financial Partners Investments, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 36.01 K | 15.1% | 1.759 K | 0 | 1.759 K |
| ETFs | 201.8 K | 84.5% | 14.88 K | 0 | 14.88 K |
| Debt | 986 | 0.4% | 88 | 0 | 88 |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
260,094
Holdings
80
QoQ value change ($000)
19,307
(8.0%)
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.