SBMW · Security Midwest Bancorp, Inc. · Shareholders & Ownership
Every disclosed holder of SBMW in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns SBMW
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 0 | 0.00% |
| Insiders (Forms 3, 4, 5) | 100,050 | 11.24% |
| 13D/G-only blocks | 202,597 | 22.77% |
| Remaining | 587,134 | 65.99% |
| Registered funds (N-PORT, not summed) | 0 | 0.00% |
Shares outstanding: 889,781, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of SBMW
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
WhiteRock Wealth Design LLC
13G
CIK 2151450 · Investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution
|
76,125 | ||
| 2 |
Raymond James Financial Services Advisors, Inc.
13G
CIK 1462284 · Registered investment adviser · Dec 31, 2025
Rule 13d-1(b), qualified institution
|
64,187 | ||
| 3 |
Security Bank, s.b. Employee Stock Ownership Plan Trust
13G
CIK 2096374 · Pension or benefit plan · Sep 30, 2025
Rule 13d-1(b), qualified institution
|
62,285 | ||
| 4 |
|
30,000 | ||
| 5 |
|
16,000 | ||
| 6 |
|
15,000 | ||
| 7 |
|
10,000 | ||
| 8 |
|
7,500 | ||
| 9 |
|
5,000 | ||
| 10 |
|
5,000 | ||
| 11 |
|
5,000 | ||
| 12 |
|
5,000 | ||
| 13 |
|
1,000 | ||
| 14 |
|
500 | ||
| 15 |
|
50 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.