MIDDLETON & CO INC/MA: MA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MIDDLETON & CO INC/MA on MA, newest first. How the timeline and the estimate are built.
MIDDLETON & CO INC/MA held 4,058 MA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 4,058 sharesChange vs previous 13F +25 shares
0.22% of the 13F portfolio, value $2,084,001.
13F-HR 0001398344-26-013855 filed by MIDDLETON & CO INC/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,033 sharesChange vs previous 13F 0 shares
0.23% of the 13F portfolio, value $2,014,946.
13F-HR 0001398344-26-008750 filed by MIDDLETON & CO INC/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,033 sharesChange vs previous 13F -50 shares
0.24% of the 13F portfolio, value $2,302,151.
13F-HR 0001398344-26-001587 filed by MIDDLETON & CO INC/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,083 sharesChange vs previous 13F +310 shares
0.25% of the 13F portfolio, value $2,322,244.
13F-HR 0001398344-25-019980 filed by MIDDLETON & CO INC/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,773 sharesChange vs previous 13F +175 shares
0.24% of the 13F portfolio, value $2,119,995.
13F-HR 0001398344-25-014576 filed by MIDDLETON & CO INC/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,598 sharesChange vs previous 13F -50 shares
0.23% of the 13F portfolio, value $1,971,936.
13F-HR 0001398344-25-009075 filed by MIDDLETON & CO INC/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,648 sharesChange vs previous 13F +395 shares
0.21% of the 13F portfolio, value $1,920,735.
13F-HR 0001398344-25-002001 filed by MIDDLETON & CO INC/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,253 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $1,606,151.
13F-HR 0000919497-24-000010 filed by MIDDLETON & CO INC/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).