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Disclosery

APPLETON GROUP, LLC: XLE position timeline

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

APPLETON GROUP, LLC held 2,710 XLE 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 2,710 shares
    Change vs previous 13F +2,710 shares

    0.86% of the 13F portfolio, value $244,957.

    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 ended2022-06-30
    13F 0 shares
    Change vs previous 13F -4,325 shares

    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).

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

  3. period ended2022-03-31
    13F 4,325 shares
    Change vs previous 13F +4,325 shares

    0.46% of the 13F portfolio, value $331,000.

    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).

  4. period ended2021-12-31
    13F 0 shares
    Change vs previous 13F not available

    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).

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