• 13F History

Midwest Heritage Bank, FSB

13F Filings History

Latest 13F report
Q4 2024 - Feb 6, 2025
Value $
$216M
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 54 stock holdings with total value $216M as of Q4 2024. Top holdings included DFAC, CGUS, CGCP, CGDV, and DFAS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 54 $216M +$20M -$15.5M +$4.45M DFAC, CGUS, CGCP, CGDV, DFAS 13F-HR 2/6/2025, 03:23 PM
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 -$1.79M +$5.87M DFAC, FTA, CGUS, CGCP, DFAS 13F-HR 10/27/2023, 12:15 PM
Q2 2023 52 $132M +$5.13M -$1.1M +$4.03M DFAC, FTA, CGUS, CGCP, DFAS 13F-HR 7/26/2023, 02:53 PM
Q1 2023 53 $124M +$34.4M -$15.4M +$19M DFAC, FTA, CGUS, CGCP, DFAS 13F-HR 4/19/2023, 07:09 PM
Q4 2022 62 $103M +$8.7M -$8.8M -$103K DFAC, FTA, DFAI, DFAS, SPLG 13F-HR 1/19/2023, 05:12 PM
Q3 2022 64 $95M +$2.43M -$9.86M -$7.43M DFAC, FTA, DFAI, DFAS, SPLG 13F-HR 10/21/2022, 07:09 PM
Q2 2022 66 $111M +$7.7M -$6.65M +$1.05M DFAC, DFAI, FTA, DFAS, DFAE 13F-HR 7/13/2022, 09:50 AM
Q1 2022 64 $127M +$41M -$8.52M +$32.5M DFAC, FTA, DFAI, SPLG, DFAS 13F-HR 4/28/2022, 12:03 PM
Q4 2021 55 $103M DFAC, FTA, DFAI, JHSC, SPLG 13F-HR 1/28/2022, 10:53 AM