APPLETON PARTNERS INC/MA: IVE position timeline

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

APPLETON PARTNERS INC/MA held 1,440 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

period ended2026-06-30
13F 1,440 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $327,000.
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).
period ended2026-03-31
13F 1,440 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $304,000.
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).
period ended2025-12-31
13F 1,440 shares
Change vs previous 13F -750 shares
0.02% of the 13F portfolio, value $305,000.
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).
period ended2025-09-30
13F 2,190 shares
Change vs previous 13F 0 shares
0.03% of the 13F portfolio, value $452,000.
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).
period ended2025-06-30
13F 2,190 shares
Change vs previous 13F 0 shares
0.03% of the 13F portfolio, value $428,000.
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).
period ended2025-03-31
13F 2,190 shares
Change vs previous 13F 0 shares
0.03% of the 13F portfolio, value $417,000.
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).
period ended2024-12-31
13F 2,190 shares
Change vs previous 13F +907 shares
0.03% of the 13F portfolio, value $418,000.
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).
period ended2024-09-30
13F 1,283 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $253,000.
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).