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Disclosery

APPLETON GROUP, LLC: SCHD position timeline

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

APPLETON GROUP, LLC held 220,012 SCHD 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 220,012 shares
    Change vs previous 13F +208,372 shares

    54.37% of the 13F portfolio, value $15,568,050.

    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 11,640 shares
    Change vs previous 13F +810 shares

    1.18% of the 13F portfolio, value $845,297.

    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 10,830 shares
    Change vs previous 13F -202,883 shares

    1.54% of the 13F portfolio, value $792,323.

    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 213,713 shares
    Change vs previous 13F not available

    23.68% of the 13F portfolio, value $16,143,880.

    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).