Security Snapshot

Security Midwest Bancorp, Inc. - Common Stock (SBMW) Institutional Ownership

CUSIP: 813927100

13F Institutional Holders and Ownership History

Latest Period

n/a

Institutions Reporting

Shares (Excl. Options)

Price

$17.95

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Shares outstanding
885,174
SEC-reported price per share
$17.95

Key facts

  • SBMW - Security Midwest Bancorp, Inc. - Common Stock is tracked under CUSIP 813927100.
  • Latest finished 13F holder period is not available.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Quarterly ownership records are not available yet for this CUSIP.
  • This page updates as SEC-backed holdings history becomes available.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Schedule 13D/G

Ownership context comes from Schedule 13D/G and available holder history for this CUSIP.

Open SEC evidence

Security key

813927100

Latest holder period

n/a

13F holders

13D/G owners

3

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
3
Security
SBMW
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WhiteRock Wealth Design LLC 8.6% $1,366,444 76,125 WhiteRock Wealth Design LLC 30 Jun 2026
Raymond James Financial Services Advisors, Inc. 7.2% $802,338 64,187 Raymond James Financial Services Advisors, Inc. 31 Dec 2025
Security Bank, s.b. Employee Stock Ownership Plan Trust 7% $778,562 62,285 Security Bank, s.b. Employee Stock Ownership Plan Trust 30 Sep 2025
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