MIDDLETON & CO INC/MA: IQLT position timeline

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

MIDDLETON & CO INC/MA held 209,381 IQLT 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 209,381 shares
Change vs previous 13F +9,075 shares
1.1% of the 13F portfolio, value $10,374,829.
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 200,306 shares
Change vs previous 13F +43,839 shares
1.06% of the 13F portfolio, value $9,260,146.
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 156,467 shares
Change vs previous 13F +8,425 shares
0.76% of the 13F portfolio, value $7,111,425.
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 148,042 shares
Change vs previous 13F -6,700 shares
0.71% of the 13F portfolio, value $6,541,976.
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 154,742 shares
Change vs previous 13F +8,015 shares
0.75% of the 13F portfolio, value $6,687,949.
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 146,727 shares
Change vs previous 13F not available
0.68% of the 13F portfolio, value $5,823,595.
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).