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Disclosery

APPLETON PARTNERS INC/MA: STZ position timeline

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

APPLETON PARTNERS INC/MA held 0 STZ shares at 2025-03-31 per its 13F-HR filed 2025-04-22.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,595 shares

    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).

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

  2. period ended2024-12-31
    13F 1,595 shares
    Change vs previous 13F -33,552 shares

    0.03% of the 13F portfolio, value $353,000.

    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).

  3. period ended2024-09-30
    13F 35,147 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $9,057,000.

    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).