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Middleton & Co Inc

SEC CIK
0000919497
Latest filing
Aug 10, 2026

FDS holding history

Factset Research Systems 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.

FDS overviewAll 13F holders of FDSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of FDS by Middleton & Co Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−500−100.0%Sold outHolders
Q1 2025500$227.3K<0.1%00.0%UnchangedHolders
Q4 2024500$240.1K<0.1%00.0%UnchangedHolders
Q3 2024500$229.9K<0.1%00.0%UnchangedHolders
Q2 2024500$204.1K<0.1%00.0%UnchangedHolders
Q1 2024500$227.2K<0.1%00.0%UnchangedHolders
Q4 2023500$238.5K<0.1%00.0%UnchangedHolders
Q3 2023500$218.6K<0.1%00.0%UnchangedHolders
Q2 2023500$200.3K<0.1%00.0%UnchangedHolders
Q1 2023500$207.5K<0.1%00.0%UnchangedHolders
Q4 2022500$200.6K<0.1%00.0%UnchangedHolders
Q3 2022500$200.0K<0.1%−145−22.5%ReducedHolders
Q2 2022645$248.0K<0.1%−200−23.7%ReducedHolders
Q1 2022845$367.0K<0.1%00.0%UnchangedHolders
Q4 2021845$411.0K<0.1%+45+5.6%AddedHolders
Q3 2021800$316.0K<0.1%00.0%UnchangedHolders
Q2 2021800$268.0K<0.1%00.0%UnchangedHolders
Q1 2021800$247.0K<0.1%––Holders

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