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Disclosery

APPLETON GROUP, LLC: SCHA position timeline

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

APPLETON GROUP, LLC held 14,447 SCHA 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 14,447 shares
    Change vs previous 13F -243,095 shares

    2.09% of the 13F portfolio, value $598,395.

    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 257,542 shares
    Change vs previous 13F +243,842 shares

    15.75% of the 13F portfolio, value $11,280,340.

    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 13,700 shares
    Change vs previous 13F -914 shares

    1.12% of the 13F portfolio, value $574,441.

    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).

  4. period ended2022-12-31
    13F 14,614 shares
    Change vs previous 13F -96 shares

    0.87% of the 13F portfolio, value $592,013.

    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 14,710 shares
    Change vs previous 13F -1,262 shares

    1.59% of the 13F portfolio, value $556,000.

    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 15,972 shares
    Change vs previous 13F -1,060 shares

    3.62% of the 13F portfolio, value $623,000.

    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).

  7. period ended2022-03-31
    13F 17,032 shares
    Change vs previous 13F +9,502 shares

    1.12% of the 13F portfolio, value $806,000.

    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 7,530 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $771,000.

    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).