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Creative Planning MIDD Position History

The Middleby Corporation • Industrials

Quarters held
8
Latest value
$2.1M
Q3 2026
Peak value
$2.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.5M
Q3 2025$18K
Q4 2025$1.4M
Q1 2026$1.7M
Q2 2026$26K
Q2 2026$2.2M
Q3 2026$7K
Q3 2026$2.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.1M20.4K——
Q3 2026$7K65——
Q2 2026$2.2M12.7K——
Q2 2026$26K154——
Q1 2026$1.7M12.9K——
Q4 2025$1.4M9.6K——
Q3 2025$18K134——
Q3 2025$1.5M11.3K——

Other funds holding MIDD

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B
Creative Planning MIDD Holdings: 13F Position History | Track13F