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MIDDLETON & CO INC/MA: MSCI position timeline

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

MIDDLETON & CO INC/MA held 11,891 MSCI 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 11,891 shares
    Change vs previous 13F -488 shares

    0.71% of the 13F portfolio, value $6,659,436.

    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 12,379 shares
    Change vs previous 13F -110 shares

    0.76% of the 13F portfolio, value $6,672,405.

    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 12,489 shares
    Change vs previous 13F -41 shares

    0.76% of the 13F portfolio, value $7,165,314.

    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 12,530 shares
    Change vs previous 13F +95 shares

    0.77% of the 13F portfolio, value $7,109,647.

    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 12,435 shares
    Change vs previous 13F +89 shares

    0.81% of the 13F portfolio, value $7,171,762.

    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 12,346 shares
    Change vs previous 13F -346 shares

    0.82% of the 13F portfolio, value $6,981,663.

    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 12,692 shares
    Change vs previous 13F -11 shares

    0.84% of the 13F portfolio, value $7,615,327.

    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 12,703 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $7,404,960.

    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).