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MIDDLETON & CO INC/MA: VCSH position timeline

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

MIDDLETON & CO INC/MA held 52,401 VCSH 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 52,401 shares
    Change vs previous 13F -3,420 shares

    0.44% of the 13F portfolio, value $4,141,220.

    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 55,821 shares
    Change vs previous 13F -3,650 shares

    0.5% of the 13F portfolio, value $4,424,899.

    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 59,471 shares
    Change vs previous 13F -5,050 shares

    0.5% of the 13F portfolio, value $4,741,591.

    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 64,521 shares
    Change vs previous 13F -4,420 shares

    0.56% of the 13F portfolio, value $5,157,132.

    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 68,941 shares
    Change vs previous 13F -4,165 shares

    0.62% of the 13F portfolio, value $5,480,778.

    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 73,106 shares
    Change vs previous 13F -2,697 shares

    0.67% of the 13F portfolio, value $5,770,956.

    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 75,803 shares
    Change vs previous 13F -1,850 shares

    0.65% of the 13F portfolio, value $5,913,392.

    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 77,653 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $6,167,201.

    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).