MIDDLETON & CO INC/MA: CB position timeline

MIDDLETON & CO INC/MA held 16,719 CB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 16,719 shares

   Change vs previous 13F -622 shares

   0.6% of the 13F portfolio, value $5,696,832.

   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).

2. period ended2026-03-31

   13F 17,341 shares

   Change vs previous 13F -345 shares

   0.64% of the 13F portfolio, value $5,651,952.

   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).

3. period ended2025-12-31

   13F 17,686 shares

   Change vs previous 13F +160 shares

   0.59% of the 13F portfolio, value $5,520,154.

   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).

4. period ended2025-09-30

   13F 17,526 shares

   Change vs previous 13F -269 shares

   0.53% of the 13F portfolio, value $4,946,713.

   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).

5. period ended2025-06-30

   13F 17,795 shares

   Change vs previous 13F -155 shares

   0.58% of the 13F portfolio, value $5,155,567.

   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).

6. period ended2025-03-31

   13F 17,950 shares

   Change vs previous 13F -301 shares

   0.63% of the 13F portfolio, value $5,420,720.

   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).

7. period ended2024-12-31

   13F 18,251 shares

   Change vs previous 13F -1,278 shares

   0.56% of the 13F portfolio, value $5,042,751.

   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).

8. period ended2024-09-30

   13F 19,529 shares

   Change vs previous 13F not available

   0.62% of the 13F portfolio, value $5,631,968.

   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).