Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$420,136
+$13,609 QoQ
Shares Held
1,524
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,058
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MIDDLETON & CO INC/MA holds $1,164,880 across 3 Healthcare Plans names. CI ranks #2 (36.1% of the industry book) .
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,136 | 1,524 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $406,527 | 1,524 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $419,450 | 1,524 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $439,293 | 1,524 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $503,803 | 1,524 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $501,396 | 1,524 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $420,837 | 1,524 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $527,974 | 1,524 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $503,788 | 1,524 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $553,501 | 1,524 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $456,361 | 1,524 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $435,970 | 1,524 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $427,634 | 1,524 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $389,427 | 1,524 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $504,962 | 1,524 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $470,311 | 1,695 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $446,666 | 1,695 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $406,138 | 1,695 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $389,222 | 1,695 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $339,271 | 1,695 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $401,833 | 1,695 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $409,749 | 1,695 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $352,865 | 1,695 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $287,149 | 1,695 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $318,066 | 1,695 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $300,320 | 1,695 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||