MIDDLETON & CO INC/MA: IWR position timeline

MIDDLETON & CO INC/MA held 23,103 IWR 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 23,103 shares

   Change vs previous 13F -375 shares

   0.27% of the 13F portfolio, value $2,548,681.

   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 23,478 shares

   Change vs previous 13F -200 shares

   0.26% of the 13F portfolio, value $2,282,729.

   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 23,678 shares

   Change vs previous 13F -220 shares

   0.24% of the 13F portfolio, value $2,279,445.

   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 23,898 shares

   Change vs previous 13F -1,508 shares

   0.25% of the 13F portfolio, value $2,307,316.

   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 25,406 shares

   Change vs previous 13F -1,892 shares

   0.26% of the 13F portfolio, value $2,336,555.

   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 27,298 shares

   Change vs previous 13F -5,500 shares

   0.27% of the 13F portfolio, value $2,322,209.

   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 32,798 shares

   Change vs previous 13F -824 shares

   0.32% of the 13F portfolio, value $2,899,310.

   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 33,622 shares

   Change vs previous 13F not available

   0.33% of the 13F portfolio, value $2,963,482.

   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).