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APPLETON PARTNERS INC/MA: SOLV position timeline

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

APPLETON PARTNERS INC/MA held 147,817 SOLV 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 147,817 shares
    Change vs previous 13F +6,128 shares

    0.7% of the 13F portfolio, value $11,404,000.

    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 141,689 shares
    Change vs previous 13F +53,243 shares

    0.65% of the 13F portfolio, value $9,252,000.

    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 88,446 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $7,008,000.

    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).