MidWestOne Financial shares owned by Creative Planning
Quarter-by-quarter ownership of MidWestOne Financial (MOFG) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in MidWestOne Financial
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All positions including MidWestOne Financial held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in MidWestOne Financial by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $729k | 26k | 28.29 |
| 2025-06-30 | $766k | 27k | 28.77 |
| 2025-03-31 | $849k | 29k | 29.61 |
| 2024-12-31 | $691k | 24k | 29.12 |
| 2021-03-31 | $204k | 6.6k | 31.01 |
| 2016-12-31 | $12k | 317 | 37.85 |