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APPLETON PARTNERS INC/MA: F position timeline

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

APPLETON PARTNERS INC/MA held 22,505 F 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 22,505 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $313,000.

    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 22,505 shares
    Change vs previous 13F -491 shares

    0.02% of the 13F portfolio, value $260,000.

    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 22,996 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $302,000.

    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 22,996 shares
    Change vs previous 13F -4,139 shares

    0.02% of the 13F portfolio, value $275,000.

    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 27,135 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $294,000.

    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 27,135 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $272,000.

    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 27,135 shares
    Change vs previous 13F -1,000 shares

    0.02% of the 13F portfolio, value $269,000.

    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).

  8. period ended2024-09-30
    13F 28,135 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $297,000.

    13F-HR 0000950123-24-009449 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).