Security Midwest Bancorp has 8.6% passive holder
Security Midwest Bancorp, Inc. (SBMW) has a significant shareholder reported on a Schedule 13G. WhiteRock Wealth Design LLC reports beneficial ownership of 76,125 shares of SBMW common stock, representing 8.6% of the class as of June 30, 2026.
Rhea-AI Filing Summary
Security Midwest Bancorp, Inc. (SBMW) has a significant shareholder reported on a Schedule 13G. WhiteRock Wealth Design LLC reports beneficial ownership of 76,125 shares of SBMW common stock, representing 8.6% of the class as of June 30, 2026.
WhiteRock Wealth Design LLC reports sole dispositive powerno sole or shared voting power
Positive
- None.
Negative
- None.
Key Figures
Shares beneficially owned: 76,125 shares
Percent of class: 8.6%
Sole voting power: 0 shares
+5 more
8 metrics
Shares beneficially owned
76,125 shares
Beneficial ownership of SBMW common stock reported by WhiteRock Wealth Design LLC
Percent of class
8.6%
Percentage of SBMW common stock class beneficially owned by WhiteRock Wealth Design LLC
Sole voting power
0 shares
Shares of SBMW for which WhiteRock Wealth Design LLC has sole power to vote
Shared voting power
0 shares
Shares of SBMW for which WhiteRock Wealth Design LLC has shared power to vote
Sole dispositive power
76,125 shares
Shares of SBMW for which WhiteRock Wealth Design LLC has sole power to dispose
Shared dispositive power
0 shares
Shares of SBMW for which WhiteRock Wealth Design LLC has shared power to dispose
Ownership date reference
06/30/2026
Date associated with the reported ownership position
Signature date
08/27/2026
Date the Schedule 13G was signed by the reporting person’s representative
Key Terms
Schedule 13G, beneficially owned, Sole dispositive power, Percent of class, +1 more
5 terms
Schedule 13G regulatory
"WhiteRock Wealth Design LLC has a significant shareholder reported on a Schedule 13G."
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned financial
"Amount beneficially owned: 76,125"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole dispositive power financial
"Sole power to dispose or to direct the disposition of: WhiteRock Wealth Design LLC - 76,125"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Percent of class financial
"Percent of class: 8.6 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
Sole voting power financial
"Sole power to vote or to direct the vote: WhiteRock Wealth Design LLC - 0"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
FAQ
What percentage of Security Midwest Bancorp, Inc. (SBMW) does WhiteRock Wealth Design LLC own?
WhiteRock Wealth Design LLC reports beneficial ownership of 8.6% of Security Midwest Bancorp, Inc. common stock, based on its holding of 76,125 shares as disclosed in the Schedule 13G.