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Disclosery

APPLETON GROUP, LLC: SPY position timeline

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

APPLETON GROUP, LLC held 2,262 SPY 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 2,262 shares
    Change vs previous 13F +93 shares

    3.38% of the 13F portfolio, value $966,960.

    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 2,169 shares
    Change vs previous 13F +29 shares

    1.34% of the 13F portfolio, value $961,475.

    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 2,140 shares
    Change vs previous 13F +66 shares

    1.71% of the 13F portfolio, value $876,095.

    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 2,074 shares
    Change vs previous 13F 0 shares

    1.16% of the 13F portfolio, value $793,160.

    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 2,074 shares
    Change vs previous 13F 0 shares

    2.12% of the 13F portfolio, value $741,000.

    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 2,074 shares
    Change vs previous 13F +18 shares

    4.55% of the 13F portfolio, value $782,000.

    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 2,056 shares
    Change vs previous 13F -666 shares

    1.29% of the 13F portfolio, value $929,000.

    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 2,722 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,293,000.

    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).