Midwest Heritage Bank, FSB

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$214M
Signature - Title
Matthew Watters - President & CCO
Location
West Des Moines, IA
Summary
This page shows a list of all the recent 13F filings made by Midwest Heritage Bank, FSB. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Midwest Heritage Bank, FSB reported 58 stock holdings with total value $214M as of Q3 2024. Top holdings included DFAC, CGUS, CGCP, CGDV, and FTA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 58 $214M +$5.72M -$1.88M +$3.83M DFAC, CGUS, CGCP, CGDV, FTA 13F-HR 10/18/2024, 01:21 PM
Q2 2024 55 $198M +$11.4M -$4.28M +$7.14M DFAC, CGUS, CGCP, CGDV, FTA 13F-HR 7/17/2024, 05:08 PM
Q1 2024 54 $190M +$38.6M -$5.47M +$33.2M DFAC, CGUS, FTA, CGCP, CGDV 13F-HR 4/23/2024, 05:39 PM
Q4 2023 54 $147M +$3.75M -$2.25M +$1.5M DFAC, CGUS, FTA, CGCP, DFAS 13F-HR 1/23/2024, 05:26 PM
Q3 2023 54 $133M +$7.66M -$2.79M +$4.87M DFAC, FTA, CGUS, CGCP, DFAS 13F-HR 10/27/2023, 12:15 PM
Q2 2023 52 $132M +$5.13M -$2M +$3.12M DFAC, FTA, CGUS, CGCP, DFAS 13F-HR 7/26/2023, 02:53 PM
Q1 2023 53 $124M +$34.4M -$17.5M +$16.9M DFAC, FTA, CGUS, CGCP, DFAS 13F-HR 4/19/2023, 07:09 PM
Q4 2022 62 $103M +$8.7M -$9.09M -$392K DFAC, FTA, DFAI, DFAS, SPLG 13F-HR 1/19/2023, 06:12 PM
Q3 2022 64 $95.5M +$2.37M -$10.5M -$8.17M DFAC, FTA, DFAI, DFAS, SPLG 13F-HR 10/21/2022, 07:09 PM
Q2 2022 66 $111M +$7.7M -$8.29M -$599K DFAC, DFAI, FTA, DFAS, DFAE 13F-HR 7/13/2022, 09:50 AM
Q1 2022 65 $128M +$41M -$12.1M +$28.9M DFAC, FTA, DFAI, SPLG, DFAS 13F-HR 4/28/2022, 12:03 PM
Q4 2021 55 $103M $0 $0 DFAC, FTA, DFAI, JHSC, SPLG 13F-HR 1/28/2022, 11:53 AM