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MIDDLETON & CO INC/MA: PSA position timeline

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

MIDDLETON & CO INC/MA held 3,005 PSA 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 3,005 shares
    Change vs previous 13F -84 shares

    0.1% of the 13F portfolio, value $956,522.

    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 3,089 shares
    Change vs previous 13F -120 shares

    0.1% of the 13F portfolio, value $836,748.

    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 3,209 shares
    Change vs previous 13F -440 shares

    0.09% of the 13F portfolio, value $832,735.

    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 3,649 shares
    Change vs previous 13F -701 shares

    0.11% of the 13F portfolio, value $1,054,014.

    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 4,350 shares
    Change vs previous 13F -825 shares

    0.14% of the 13F portfolio, value $1,276,377.

    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 5,175 shares
    Change vs previous 13F -174 shares

    0.18% of the 13F portfolio, value $1,548,826.

    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 5,349 shares
    Change vs previous 13F -110 shares

    0.18% of the 13F portfolio, value $1,601,705.

    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 5,459 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,986,366.

    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).