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Disclosery

APPLETON GROUP, LLC: HQY position timeline

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

APPLETON GROUP, LLC held 4,878 HQY 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 4,878 shares
    Change vs previous 13F 0 shares

    1.24% of the 13F portfolio, value $356,338.

    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 4,878 shares
    Change vs previous 13F +4,878 shares

    0.43% of the 13F portfolio, value $307,997.

    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 ended2022-12-31
    13F 0 shares
    Change vs previous 13F -4,187 shares

    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).

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

  4. period ended2022-09-30
    13F 4,187 shares
    Change vs previous 13F +15 shares

    0.8% of the 13F portfolio, value $281,000.

    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).

  5. period ended2022-06-30
    13F 4,172 shares
    Change vs previous 13F -3,241 shares

    1.49% of the 13F portfolio, value $256,000.

    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).

  6. period ended2022-03-31
    13F 7,413 shares
    Change vs previous 13F +7,413 shares

    0.7% of the 13F portfolio, value $500,000.

    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).

  7. period ended2021-12-31
    13F 0 shares
    Change vs previous 13F not available

    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).

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