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Disclosery

APPLETON GROUP, LLC: SCHX position timeline

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

APPLETON GROUP, LLC held 0 SCHX 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 0 shares
    Change vs previous 13F -299,890 shares

    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).

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

  2. period ended2023-06-30
    13F 299,890 shares
    Change vs previous 13F -1,844 shares

    21.92% of the 13F portfolio, value $15,705,262.

    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 301,734 shares
    Change vs previous 13F -13,187 shares

    28.46% of the 13F portfolio, value $14,594,879.

    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 314,921 shares
    Change vs previous 13F +153,178 shares

    20.85% of the 13F portfolio, value $14,218,674.

    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 161,743 shares
    Change vs previous 13F +161,743 shares

    19.56% of the 13F portfolio, value $6,850,000.

    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 ended2022-03-31
    13F 0 shares
    Change vs previous 13F -162,017 shares

    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).

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

  7. period ended2021-12-31
    13F 162,017 shares
    Change vs previous 13F not available

    18.5% of the 13F portfolio, value $18,441,000.

    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).