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MIDDLETON & CO INC/MA: MDLZ position timeline

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

MIDDLETON & CO INC/MA held 122,026 MDLZ 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 122,026 shares
    Change vs previous 13F +285 shares

    0.75% of the 13F portfolio, value $7,057,984.

    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 121,741 shares
    Change vs previous 13F +3,505 shares

    0.8% of the 13F portfolio, value $7,017,151.

    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 118,236 shares
    Change vs previous 13F -7,383 shares

    0.68% of the 13F portfolio, value $6,364,644.

    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 125,619 shares
    Change vs previous 13F +1,152 shares

    0.85% of the 13F portfolio, value $7,847,419.

    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 124,467 shares
    Change vs previous 13F -1,350 shares

    0.94% of the 13F portfolio, value $8,394,054.

    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 125,817 shares
    Change vs previous 13F -4,830 shares

    1% of the 13F portfolio, value $8,536,683.

    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 130,647 shares
    Change vs previous 13F +3,079 shares

    0.86% of the 13F portfolio, value $7,803,545.

    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 127,568 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $9,397,935.

    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).