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APPLETON PARTNERS INC/MA: CW position timeline

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

APPLETON PARTNERS INC/MA held 22,183 CW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,183 shares
    Change vs previous 13F -63 shares

    1.03% of the 13F portfolio, value $16,809,000.

    13F-HR 0001193125-26-309955 filed by APPLETON PARTNERS INC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,246 shares
    Change vs previous 13F -406 shares

    1.06% of the 13F portfolio, value $15,152,000.

    13F-HR 0001193125-26-187304 filed by APPLETON PARTNERS INC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 22,652 shares
    Change vs previous 13F -255 shares

    0.82% of the 13F portfolio, value $12,487,000.

    13F-HR 0001193125-26-008702 filed by APPLETON PARTNERS INC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,907 shares
    Change vs previous 13F +164 shares

    0.83% of the 13F portfolio, value $12,437,000.

    13F-HR 0001193125-25-266475 filed by APPLETON PARTNERS INC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,743 shares
    Change vs previous 13F -1,366 shares

    0.79% of the 13F portfolio, value $11,111,000.

    13F-HR 0000950123-25-006529 filed by APPLETON PARTNERS INC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,109 shares
    Change vs previous 13F +10,099 shares

    0.59% of the 13F portfolio, value $7,649,000.

    13F-HR 0000950123-25-003620 filed by APPLETON PARTNERS INC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,010 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $4,972,000.

    13F-HR 0000950123-25-000642 filed by APPLETON PARTNERS INC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).