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Middleton & Co Inc

SEC CIK
0000919497
Latest filing
Aug 10, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of USB by Middleton & Co Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−7,321−100.0%Sold outHolders
Q1 20237,321$263.9K<0.1%−1,367−15.7%ReducedHolders
Q4 20228,688$378.9K0.1%−1,575−15.3%ReducedHolders
Q3 202210,263$414.0K0.1%+776+8.2%AddedHolders
Q2 20229,487$437.0K0.1%−1,500−13.7%ReducedHolders
Q1 202210,987$584.0K0.1%−126−1.1%ReducedHolders
Q4 202111,113$624.0K0.1%−125−1.1%ReducedHolders
Q3 202111,238$668.0K0.1%−25−0.2%ReducedHolders
Q2 202111,263$642.0K0.1%00.0%UnchangedHolders
Q1 202111,263$623.0K0.1%––Holders

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