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Disclosery

APPLETON GROUP, LLC: SCHZ position timeline

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

APPLETON GROUP, LLC held 43,740 SCHZ 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 43,740 shares
    Change vs previous 13F -1,556 shares

    6.76% of the 13F portfolio, value $1,934,621.

    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 45,296 shares
    Change vs previous 13F +1,485 shares

    2.92% of the 13F portfolio, value $2,090,864.

    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 43,811 shares
    Change vs previous 13F -2,388 shares

    4.01% of the 13F portfolio, value $2,055,175.

    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 46,199 shares
    Change vs previous 13F -348 shares

    3.09% of the 13F portfolio, value $2,108,984.

    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 46,547 shares
    Change vs previous 13F -3,304 shares

    6.02% of the 13F portfolio, value $2,109,000.

    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 49,851 shares
    Change vs previous 13F +7,419 shares

    13.88% of the 13F portfolio, value $2,386,000.

    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 42,432 shares
    Change vs previous 13F +869 shares

    2.99% of the 13F portfolio, value $2,146,000.

    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 41,563 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $2,240,000.

    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).