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
- period ended2026-06-3013F 11,891 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,379 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,489 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,530 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,435 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,346 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,692 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,703 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).