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APPLETON PARTNERS INC/MA: HLI position timeline

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

APPLETON PARTNERS INC/MA held 9,068 HLI 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 9,068 shares
    Change vs previous 13F -491 shares

    0.07% of the 13F portfolio, value $1,216,000.

    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 9,559 shares
    Change vs previous 13F -1,695 shares

    0.1% of the 13F portfolio, value $1,373,000.

    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 11,254 shares
    Change vs previous 13F +419 shares

    0.13% of the 13F portfolio, value $1,960,000.

    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 10,835 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,225,000.

    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).