MIDD β€” MIDDLEBY CORP

Ownership history in Abound Wealth Management  Β·  7 quarters on record

AI Ownership Summary

Abound Wealth Management reported MIDDLEBY CORP (MIDD) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows MIDD at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MIDD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abound Wealth Management's position in MIDDLEBY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MIDD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Abound Wealth Management held MIDD β€” position size vs. price
% of Fund (quarterly)    MIDD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 309 β€” 0% 0.01% $41K 2026-04-10 $143.03
2025 Q4 UNCHANGED 309 β€” 0% 0.01% $46K 2026-01-12 $155.62
2025 Q3 UNCHANGED 309 β€” 0% 0.01% $41K 2025-10-10 $129.12
2025 Q2 ADDED 309 +189 +157.5% 0.01% $44K 2025-07-14 $146.04
2025 Q1 UNCHANGED 120 β€” 0% 0.01% $18K 2025-04-17 $126.91
2024 Q4 UNCHANGED 120 β€” 0% 0.01% $16K 2025-01-13 $136.71
2024 Q3 INITIATED 120 β€” β€” 0.01% $17K 2024-11-04 $134.14

FAQ About Abound Wealth Management and MIDD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abound Wealth Management reported owning MIDD?

Abound Wealth Management reported MIDD across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported MIDD position in Abound Wealth Management's portfolio?

The largest reported portfolio weight for MIDD was 0.01% in 2025 Q2.

What is the latest reported MIDD position on this page?

The most recent filing on this page is 2026 Q1, when Abound Wealth Management reported 309 shares, equal to 0.01% of portfolio, with an estimated market value of $41K.

What does the chart on this MIDD ownership page compare?

The chart compares Abound Wealth Management's quarterly MIDD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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