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APPLETON PARTNERS INC/MA: FLRN position timeline

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

APPLETON PARTNERS INC/MA held 506,531 FLRN 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 506,531 shares
    Change vs previous 13F +58,325 shares

    0.96% of the 13F portfolio, value $15,626,000.

    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 448,206 shares
    Change vs previous 13F -28,777 shares

    0.96% of the 13F portfolio, value $13,796,000.

    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 476,983 shares
    Change vs previous 13F +31,049 shares

    0.97% of the 13F portfolio, value $14,658,000.

    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 445,934 shares
    Change vs previous 13F +3,948 shares

    0.92% of the 13F portfolio, value $13,762,000.

    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 441,986 shares
    Change vs previous 13F -27,613 shares

    0.96% of the 13F portfolio, value $13,626,000.

    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 469,599 shares
    Change vs previous 13F +34,041 shares

    1.12% of the 13F portfolio, value $14,473,000.

    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 435,558 shares
    Change vs previous 13F +227,704 shares

    0.99% of the 13F portfolio, value $13,385,000.

    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 207,854 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $6,412,000.

    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).