MIDDLETON & CO INC/MA: INTU position timeline

MIDDLETON & CO INC/MA held 21,756 INTU 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 21,756 shares

   Change vs previous 13F -1,358 shares

   0.6% of the 13F portfolio, value $5,678,231.

   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 23,114 shares

   Change vs previous 13F -253 shares

   1.14% of the 13F portfolio, value $9,993,890.

   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 23,367 shares

   Change vs previous 13F +856 shares

   1.64% of the 13F portfolio, value $15,478,905.

   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 22,511 shares

   Change vs previous 13F -611 shares

   1.66% of the 13F portfolio, value $15,373,128.

   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 23,122 shares

   Change vs previous 13F -1,117 shares

   2.05% of the 13F portfolio, value $18,211,744.

   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 24,239 shares

   Change vs previous 13F -753 shares

   1.74% of the 13F portfolio, value $14,882,631.

   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 24,992 shares

   Change vs previous 13F +251 shares

   1.74% of the 13F portfolio, value $15,707,602.

   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 24,741 shares

   Change vs previous 13F not available

   1.7% of the 13F portfolio, value $15,364,290.

   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).