Current Market Value 379,777,778
Current Holdings 149
Most Recent File Date 2025-08-11
Total Filings on Record 32
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Midwest Professional Planners, LTD. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-11 2025-06-30 13F-HR 149 379,778
2025-05-02 2025-03-31 13F-HR 155 321,346
2025-02-10 2024-12-31 13F-HR 152 334,882
2024-11-14 2024-09-30 13F-HR 154 327,101
2024-08-06 2024-06-30 13F-HR 147 299,233
2024-05-09 2024-03-31 13F-HR 147 285,056
2024-02-15 2023-12-31 13F-HR 129 250,859
2024-02-15 2023-12-31 13F-HR 129 250,859
2023-11-13 2023-09-30 13F-HR 125 222,363
2023-08-07 2023-06-30 13F-HR 124 228,302
2023-05-15 2023-03-31 13F-HR 121 204,426
2023-02-10 2022-12-31 13F-HR 123 180,676
2022-11-10 2022-09-30 13F-HR 117 167,593
2022-08-09 2022-06-30 13F-HR 115 177,298
2022-05-11 2022-03-31 13F-HR 120 203,288
2022-02-10 2021-12-31 13F-HR 116 205,852
2021-11-08 2021-09-30 13F-HR 114 188,539
2021-08-10 2021-06-30 13F-HR 116 191,938
2021-05-17 2021-03-31 13F-HR 80 101,269
2021-03-11 2020-12-31 13F-HR 112 162,297
2020-11-06 2020-09-30 13F-HR 103 142,162
2020-08-14 2020-06-30 13F-HR 104 127,001
2020-05-05 2020-03-31 13F-HR 81 101,269
2020-02-11 2019-12-31 13F-HR 92 122,441
2019-11-14 2019-09-30 13F-HR 91 111,792
2019-08-12 2019-06-30 13F-HR 91 107,796
2019-05-08 2019-03-31 13F-HR 89 103,578
2019-02-13 2018-12-31 13F-HR 80 92,899
2018-11-13 2018-09-30 13F-HR 85 108,911
2018-08-10 2018-06-30 13F-HR 330 111,842
2018-05-15 2018-03-31 13F-HR 330 110,975
2018-02-12 2017-12-31 13F-HR 353 109,504