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Midwest Professional Planners, LTD.

SEC CIK
0001730575
Latest filing
Aug 5, 2026

DFS holding history

Discover Financial Services in every 13F filed by Midwest Professional Planners, LTD., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q2 2021
Holdings of DFS by Midwest Professional Planners, LTD., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−8,263−100.0%Sold outHolders
Q1 20258,263$1.41M0.4%−201−2.4%ReducedHolders
Q4 20248,464$1.47M0.4%+64+0.8%AddedHolders
Q3 20248,400$1.18M0.4%+243+3.0%AddedHolders
Q2 20248,157$1.07M0.4%−87−1.1%ReducedHolders
Q1 20248,244$1.08M0.4%+5,158+167.1%AddedHolders
Q4 20233,086$346.8K0.1%+102+3.4%AddedHolders
Q3 20232,984$258.5K0.1%−10,021−77.1%ReducedHolders
Q2 202313,005$1.52M0.7%+167+1.3%AddedHolders
Q1 202312,838$1.27M0.6%+378+3.0%AddedHolders
Q4 202212,460$1.22M0.7%+517+4.3%AddedHolders
Q3 202211,943$1.09M0.6%+529+4.6%AddedHolders
Q2 202211,414$1.08M0.6%+251+2.2%AddedHolders
Q1 202211,163$1.23M0.6%+338+3.1%AddedHolders
Q4 202110,825$1.25M0.6%+34+0.3%AddedHolders
Q3 202110,791$1.33M0.7%−68−0.6%ReducedHolders
Q2 202110,859$1.28M0.7%+10,859NewHolders