Middleton & Co Inc. has filed its quarterly 13F-HR report with the SEC, detailing its institutional holdings as of September 30, 2026. This filing is significant as it provides a snapshot of the company's investment strategies and positions in the financial services industry.

Background

Middleton & Co Inc., based in Boston, Massachusetts, is categorized under the 'other' entity type. The company primarily engages in asset management and investment advisory services. The recent filing was submitted on October 23, 2026, and is part of a series of regular reports that the company has filed, including previous 13F-HR forms.

What the Filing Says

The filing, accession number 0001398344-26-018685, indicates that the report was accepted on the same day it was filed. It contains details about the company's holdings as of the end of September 2026, although specific figures and asset allocations were not disclosed in the filing.

Impact

This report may affect various stakeholders, including investors, analysts, and competitors within the financial services sector. By analyzing Middleton & Co Inc.'s holdings, market participants can gain insights into its investment strategies and how they align with broader market trends.

What's Next

The filing does not say what happens next.

Filing Details

The filing was submitted with accession number 0001398344-26-018685 and was accepted on October 23, 2026, at 11:13:56 AM. The report covers the period ending September 30, 2026, and includes two documents related to the 13F-HR filing.

Company Information

Middleton & Co Inc. is registered under the Central Index Key (CIK) number 0000919497. The company's Employer Identification Number (EIN) is 042941854, and it is incorporated in Massachusetts. The fiscal year for Middleton & Co Inc. ends on December 31.

Contact Information

The mailing and business address for Middleton & Co Inc. is 600 Atlantic Avenue, T-18, Boston, MA 02210. For inquiries, the company can be reached at the phone number 617-357-5101.

Document Availability

The filing includes several documents, including the primary document in both HTML and XML formats, as well as an information table. The complete submission text file is also available for further details.