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MIDDLETON & CO INC/MA: IJH position timeline

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

MIDDLETON & CO INC/MA held 77,905 IJH 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 77,905 shares
    Change vs previous 13F -1,925 shares

    0.64% of the 13F portfolio, value $6,007,255.

    13F-HR 0001398344-26-013855 filed by MIDDLETON & CO INC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 79,830 shares
    Change vs previous 13F +685 shares

    0.61% of the 13F portfolio, value $5,390,920.

    13F-HR 0001398344-26-008750 filed by MIDDLETON & CO INC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 79,145 shares
    Change vs previous 13F -120 shares

    0.55% of the 13F portfolio, value $5,223,570.

    13F-HR 0001398344-26-001587 filed by MIDDLETON & CO INC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 79,265 shares
    Change vs previous 13F -2,910 shares

    0.56% of the 13F portfolio, value $5,172,862.

    13F-HR 0001398344-25-019980 filed by MIDDLETON & CO INC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 82,175 shares
    Change vs previous 13F -4,300 shares

    0.57% of the 13F portfolio, value $5,096,521.

    13F-HR 0001398344-25-014576 filed by MIDDLETON & CO INC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 86,475 shares
    Change vs previous 13F -2,500 shares

    0.59% of the 13F portfolio, value $5,045,842.

    13F-HR 0001398344-25-009075 filed by MIDDLETON & CO INC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 88,975 shares
    Change vs previous 13F +2,300 shares

    0.61% of the 13F portfolio, value $5,544,059.

    13F-HR 0001398344-25-002001 filed by MIDDLETON & CO INC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 86,675 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $5,401,613.

    13F-HR 0000919497-24-000010 filed by MIDDLETON & CO INC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).