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MIDDLETON & CO INC/MA: IQV position timeline

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

MIDDLETON & CO INC/MA held 33,233 IQV 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 33,233 shares
    Change vs previous 13F -1,116 shares

    0.68% of the 13F portfolio, value $6,421,377.

    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 34,349 shares
    Change vs previous 13F -11,355 shares

    0.67% of the 13F portfolio, value $5,857,964.

    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 45,704 shares
    Change vs previous 13F +124 shares

    1.09% of the 13F portfolio, value $10,302,139.

    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 45,580 shares
    Change vs previous 13F +1,487 shares

    0.94% of the 13F portfolio, value $8,657,465.

    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 44,093 shares
    Change vs previous 13F -2,029 shares

    0.78% of the 13F portfolio, value $6,948,616.

    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 46,122 shares
    Change vs previous 13F -2,316 shares

    0.95% of the 13F portfolio, value $8,131,309.

    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 48,438 shares
    Change vs previous 13F +601 shares

    1.05% of the 13F portfolio, value $9,518,551.

    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 47,837 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $11,335,934.

    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).