MIDDLETON & CO INC/MA: UNH position timeline

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

MIDDLETON & CO INC/MA held 0 UNH shares at 2025-09-30 per its 13F-HR filed 2025-10-29.

the latest 13F is the newest step

period ended2025-09-30
13F 0 shares
Change vs previous 13F -26,725 shares
13F-HR 0001398344-25-019980 filed by MIDDLETON & CO INC/MA
Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-06-30
13F 26,725 shares
Change vs previous 13F -261 shares
0.94% of the 13F portfolio, value $8,337,398.
13F-HR 0001398344-25-014576 filed by MIDDLETON & CO INC/MA
Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 26,986 shares
Change vs previous 13F -829 shares
1.65% of the 13F portfolio, value $14,133,917.
13F-HR 0001398344-25-009075 filed by MIDDLETON & CO INC/MA
Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 27,815 shares
Change vs previous 13F -802 shares
1.55% of the 13F portfolio, value $14,070,496.
13F-HR 0001398344-25-002001 filed by MIDDLETON & CO INC/MA
Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 28,617 shares
Change vs previous 13F not available
1.85% of the 13F portfolio, value $16,731,788.
13F-HR 0000919497-24-000010 filed by MIDDLETON & CO INC/MA
Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).