MIDDLETON & CO INC/MA: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MIDDLETON & CO INC/MA on AXP, newest first. How the timeline and the estimate are built.

MIDDLETON & CO INC/MA held 1,070 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 1,070 shares
Change vs previous 13F 0 shares
0.04% of the 13F portfolio, value $361,927.
13F-HR 0001398344-26-013855 filed by MIDDLETON & CO INC/MA
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,070 shares
Change vs previous 13F -15 shares
0.04% of the 13F portfolio, value $323,654.
13F-HR 0001398344-26-008750 filed by MIDDLETON & CO INC/MA
Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,085 shares
Change vs previous 13F -40 shares
0.04% of the 13F portfolio, value $401,396.
13F-HR 0001398344-26-001587 filed by MIDDLETON & CO INC/MA
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,125 shares
Change vs previous 13F -25 shares
0.04% of the 13F portfolio, value $373,680.
13F-HR 0001398344-25-019980 filed by MIDDLETON & CO INC/MA
Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,150 shares
Change vs previous 13F -69 shares
0.04% of the 13F portfolio, value $366,827.
13F-HR 0001398344-25-014576 filed by MIDDLETON & CO INC/MA
Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,219 shares
Change vs previous 13F 0 shares
0.04% of the 13F portfolio, value $327,972.
13F-HR 0001398344-25-009075 filed by MIDDLETON & CO INC/MA
Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,219 shares
Change vs previous 13F 0 shares
0.04% of the 13F portfolio, value $361,787.
13F-HR 0001398344-25-002001 filed by MIDDLETON & CO INC/MA
Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,219 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $330,593.
13F-HR 0000919497-24-000010 filed by MIDDLETON & CO INC/MA
Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).