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APPLETON PARTNERS INC/MA: TMO position timeline

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

APPLETON PARTNERS INC/MA held 11,519 TMO 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 11,519 shares
    Change vs previous 13F -2,164 shares

    0.35% of the 13F portfolio, value $5,775,000.

    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 13,683 shares
    Change vs previous 13F -1,215 shares

    0.47% of the 13F portfolio, value $6,725,000.

    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 14,898 shares
    Change vs previous 13F -385 shares

    0.57% of the 13F portfolio, value $8,632,000.

    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 15,283 shares
    Change vs previous 13F -19,229 shares

    0.5% of the 13F portfolio, value $7,413,000.

    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 34,512 shares
    Change vs previous 13F -1,365 shares

    0.99% of the 13F portfolio, value $13,993,000.

    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 35,877 shares
    Change vs previous 13F -271 shares

    1.38% of the 13F portfolio, value $17,853,000.

    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 36,148 shares
    Change vs previous 13F -493 shares

    1.39% of the 13F portfolio, value $18,805,000.

    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 36,641 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $22,665,000.

    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).