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APPLETON PARTNERS INC/MA: SAMG position timeline

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

APPLETON PARTNERS INC/MA held 31,650 SAMG 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 31,650 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $320,000.

    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 31,650 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $425,000.

    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 31,650 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $481,000.

    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 31,650 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $498,000.

    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 31,650 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $502,000.

    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 31,650 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $518,000.

    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 31,650 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $582,000.

    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 31,650 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $546,000.

    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).