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Disclosery

APPLETON GROUP, LLC: CVS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of APPLETON GROUP, LLC on CVS, newest first. How the timeline and the estimate are built.

APPLETON GROUP, LLC held 3,875 CVS shares at 2023-09-30 per its 13F-HR filed 2023-11-08.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 3,875 shares
    Change vs previous 13F +257 shares

    0.94% of the 13F portfolio, value $270,553.

    13F-HR 0000894189-23-008299 filed by APPLETON GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-06-30
    13F 3,618 shares
    Change vs previous 13F +3,618 shares

    0.35% of the 13F portfolio, value $250,113.

    13F-HR 0000894189-23-005378 filed by APPLETON GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-03-31
    13F 0 shares
    Change vs previous 13F -2,925 shares

    13F-HR 0000894189-23-003622 filed by APPLETON GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2022-12-31
    13F 2,925 shares
    Change vs previous 13F -186 shares

    0.4% of the 13F portfolio, value $272,581.

    13F-HR 0000894189-23-000936 filed by APPLETON GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-09-30
    13F 3,111 shares
    Change vs previous 13F +3,111 shares

    0.85% of the 13F portfolio, value $297,000.

    13F-HR 0001567619-22-019299 filed by APPLETON GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-06-30
    13F 0 shares
    Change vs previous 13F -4,469 shares

    13F-HR 0001567619-22-014547 filed by APPLETON GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2022-03-31
    13F 4,469 shares
    Change vs previous 13F -36 shares

    0.63% of the 13F portfolio, value $452,000.

    13F-HR 0001567619-22-009399 filed by APPLETON GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-12-31
    13F 4,505 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $465,000.

    13F-HR 0001567619-22-002997 filed by APPLETON GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).