Middleton & Co Inc

SEC CIK: 0000919497
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

BR holding history

Broadridge Financial Solutions, Inc. in every 13F filed by Middleton & Co Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BR overview All 13F holders of BR Full Q2 2026 holdings

Shares (Q2 2026): 14,360
Value: $1.97M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of BR by Middleton & Co Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,360	$1.97M	0.2%	−1,310−8.4%	Reduced	Holders
Q1 2026	15,670	$2.55M	0.3%	−555−3.4%	Reduced	Holders
Q4 2025	16,225	$3.62M	0.4%	−140−0.9%	Reduced	Holders
Q3 2025	16,365	$3.90M	0.4%	−575−3.4%	Reduced	Holders
Q2 2025	16,940	$4.12M	0.5%	−1,255−6.9%	Reduced	Holders
Q1 2025	18,195	$4.41M	0.5%	−1,015−5.3%	Reduced	Holders
Q4 2024	19,210	$4.34M	0.5%	−120−0.6%	Reduced	Holders
Q3 2024	19,330	$4.16M	0.5%	−40−0.2%	Reduced	Holders
Q2 2024	19,370	$3.82M	0.4%	−690−3.4%	Reduced	Holders
Q1 2024	20,060	$4.11M	0.5%	−500−2.4%	Reduced	Holders
Q4 2023	20,560	$4.23M	0.5%	−518−2.5%	Reduced	Holders
Q3 2023	21,078	$3.77M	0.5%	−995−4.5%	Reduced	Holders
Q2 2023	22,073	$3.66M	0.5%	−4,175−15.9%	Reduced	Holders
Q1 2023	26,248	$3.85M	0.6%	−3,486−11.7%	Reduced	Holders
Q4 2022	29,734	$3.99M	0.6%	−1,333−4.3%	Reduced	Holders
Q3 2022	31,067	$4.48M	0.7%	−4,908−13.6%	Reduced	Holders
Q2 2022	35,975	$5.13M	0.7%	−930−2.5%	Reduced	Holders
Q1 2022	36,905	$5.75M	0.6%	−5,454−12.9%	Reduced	Holders
Q4 2021	42,359	$7.74M	0.8%	−690−1.6%	Reduced	Holders
Q3 2021	43,049	$7.17M	0.8%	−12,831−23.0%	Reduced	Holders
Q2 2021	55,880	$9.03M	1.0%	−8,682−13.4%	Reduced	Holders
Q1 2021	64,562	$9.88M	1.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.