APPLETON PARTNERS INC/MA: AME position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of APPLETON PARTNERS INC/MA on AME, newest first. How the timeline and the estimate are built.

APPLETON PARTNERS INC/MA held 870 AME shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

period ended2026-06-30
13F 870 shares
Change vs previous 13F -97 shares
0.01% of the 13F portfolio, value $210,000.
13F-HR 0001193125-26-309955 filed by APPLETON PARTNERS INC/MA
Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 967 shares
Change vs previous 13F +967 shares
0.01% of the 13F portfolio, value $207,000.
13F-HR 0001193125-26-187304 filed by APPLETON PARTNERS INC/MA
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 0 shares
Change vs previous 13F -1,520 shares
13F-HR 0000950123-25-003620 filed by APPLETON PARTNERS INC/MA
Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-12-31
13F 1,520 shares
Change vs previous 13F +170 shares
0.02% of the 13F portfolio, value $274,000.
13F-HR 0000950123-25-000642 filed by APPLETON PARTNERS INC/MA
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,350 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $232,000.
13F-HR 0000950123-24-009449 filed by APPLETON PARTNERS INC/MA
Filed 2024-10-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).