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Disclosery

APPLETON GROUP, LLC: SCHM position timeline

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

APPLETON GROUP, LLC held 0 SCHM shares at 2023-06-30 per its 13F-HR filed 2023-08-03.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 0 shares
    Change vs previous 13F -15,497 shares

    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).

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

  2. period ended2023-03-31
    13F 15,497 shares
    Change vs previous 13F -1,159 shares

    2.05% of the 13F portfolio, value $1,051,472.

    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).

  3. period ended2022-12-31
    13F 16,656 shares
    Change vs previous 13F -131,651 shares

    1.6% of the 13F portfolio, value $1,092,800.

    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).

  4. period ended2022-09-30
    13F 148,307 shares
    Change vs previous 13F +131,266 shares

    25.63% of the 13F portfolio, value $8,977,000.

    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 17,041 shares
    Change vs previous 13F -128,303 shares

    6.22% of the 13F portfolio, value $1,069,000.

    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 145,344 shares
    Change vs previous 13F +127,112 shares

    15.35% of the 13F portfolio, value $11,026,000.

    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 18,232 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $1,466,000.

    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).