APPLETON PARTNERS INC/MA: IJH position timeline

APPLETON PARTNERS INC/MA held 16,226 IJH 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 16,226 shares

   Change vs previous 13F +396 shares

   0.08% of the 13F portfolio, value $1,251,000.

   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).

2. period ended2026-03-31

   13F 15,830 shares

   Change vs previous 13F -120 shares

   0.07% of the 13F portfolio, value $1,069,000.

   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).

3. period ended2025-12-31

   13F 15,950 shares

   Change vs previous 13F -15 shares

   0.07% of the 13F portfolio, value $1,053,000.

   13F-HR 0001193125-26-008702 filed by APPLETON PARTNERS INC/MA
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 15,965 shares

   Change vs previous 13F -195 shares

   0.07% of the 13F portfolio, value $1,042,000.

   13F-HR 0001193125-25-266475 filed by APPLETON PARTNERS INC/MA
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 16,160 shares

   Change vs previous 13F -467 shares

   0.07% of the 13F portfolio, value $1,002,000.

   13F-HR 0000950123-25-006529 filed by APPLETON PARTNERS INC/MA
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 16,627 shares

   Change vs previous 13F -255 shares

   0.07% of the 13F portfolio, value $970,000.

   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).

7. period ended2024-12-31

   13F 16,882 shares

   Change vs previous 13F -140 shares

   0.08% of the 13F portfolio, value $1,052,000.

   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).

8. period ended2024-09-30

   13F 17,022 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $1,061,000.

   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).