Current Market Value 890,293,629
Current Holdings 161
Most Recent File Date 2025-08-06
Total Filings on Record 50
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Middleton & Co Inc/ma . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-06 2025-06-30 13F-HR 161 890,294
2025-05-09 2025-03-31 13F-HR 156 855,977
2025-02-05 2024-12-31 13F-HR 158 905,129
2024-10-23 2024-09-30 13F-HR 166 904,996
2024-08-12 2024-06-30 13F-HR 164 860,702
2024-05-14 2024-03-31 13F-HR 167 867,148
2024-02-13 2023-12-31 13F-HR 157 801,787
2023-10-26 2023-09-30 13F-HR 147 723,671
2023-07-28 2023-06-30 13F-HR 153 754,110
2023-04-28 2023-03-31 13F-HR 154 695,950
2023-02-09 2022-12-31 13F-HR 156 674,812
2022-11-02 2022-09-30 13F-HR 145 657,201
2022-07-21 2022-06-30 13F-HR 152 780,478
2022-05-12 2022-03-31 13F-HR 161 936,963
2022-02-09 2021-12-31 13F-HR 161 1,026,450
2021-11-08 2021-09-30 13F-HR 158 934,259
2021-08-13 2021-06-30 13F-HR 155 922,649
2021-05-06 2021-03-31 13F-HR 152 955,803
2021-05-06 2021-03-31 13F-HR/A 1 R 152 887,394
2021-01-29 2020-12-31 13F-HR 145 845,503
2020-10-30 2020-09-30 13F-HR 138 754,956
2020-07-28 2020-06-30 13F-HR 144 694,267
2020-04-22 2020-03-31 13F-HR 137 571,671
2020-01-29 2019-12-31 13F-HR 138 702,738
2019-10-21 2019-09-30 13F-HR 140 648,709
2019-07-25 2019-06-30 13F-HR 138 645,099
2019-04-25 2019-03-31 13F-HR 138 623,537
2019-02-01 2018-12-31 13F-HR 137 543,697
2018-10-25 2018-09-30 13F-HR 152 641,018
2018-07-26 2018-06-30 13F-HR 149 584,303
2018-05-04 2018-03-31 13F-HR 149 558,597
2018-01-25 2017-12-31 13F-HR 158 595,878
2017-10-31 2017-09-30 13F-HR 167 553,515
2017-07-18 2017-06-30 13F-HR 149 469,501
2017-04-19 2017-03-31 13F-HR 153 456,048
2017-02-02 2016-12-31 13F-HR 155 443,047
2016-10-27 2016-09-30 13F-HR 156 446,329
2016-07-21 2016-06-30 13F-HR 156 435,013
2016-05-03 2016-03-31 13F-HR 156 431,349
2016-01-19 2015-12-31 13F-HR 157 448,263
2015-10-16 2015-09-30 13F-HR 145 421,689
2015-07-15 2015-06-30 13F-HR 155 461,409
2015-04-17 2015-03-31 13F-HR 156 457,517
2015-01-23 2014-12-31 13F-HR 157 446,767
2014-10-21 2014-09-30 13F-HR 160 425,687
2014-07-24 2014-06-30 13F-HR 153 439,892
2014-04-22 2014-03-31 13F-HR 148 429,054
2014-02-06 2013-12-31 13F-HR 132 382,011
2013-10-23 2013-09-30 13F-HR 142 380,264
2013-07-31 2013-06-30 13F-HR 139 340,736