Skip to content
Disclosery

APPLETON PARTNERS INC/MA: SPGI position timeline

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

APPLETON PARTNERS INC/MA held 22,607 SPGI 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 22,607 shares
    Change vs previous 13F -285 shares

    0.56% of the 13F portfolio, value $9,207,000.

    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 22,892 shares
    Change vs previous 13F +22,892 shares

    0.68% of the 13F portfolio, value $9,737,000.

    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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.