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MIDDLETON & CO INC/MA: SPY position timeline

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

MIDDLETON & CO INC/MA held 3,742 SPY 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 3,742 shares
    Change vs previous 13F -1,458 shares

    0.3% of the 13F portfolio, value $2,794,413.

    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 5,200 shares
    Change vs previous 13F -98 shares

    0.39% of the 13F portfolio, value $3,381,768.

    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 5,298 shares
    Change vs previous 13F -101 shares

    0.38% of the 13F portfolio, value $3,612,812.

    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 5,399 shares
    Change vs previous 13F +48 shares

    0.39% of the 13F portfolio, value $3,596,706.

    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 5,351 shares
    Change vs previous 13F +9 shares

    0.37% of the 13F portfolio, value $3,306,115.

    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 5,342 shares
    Change vs previous 13F -105 shares

    0.35% of the 13F portfolio, value $2,988,261.

    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 5,447 shares
    Change vs previous 13F +131 shares

    0.35% of the 13F portfolio, value $3,192,378.

    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 5,316 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,050,108.

    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).