APPLETON PARTNERS INC/MA: XLE position timeline

APPLETON PARTNERS INC/MA held 546,298 XLE 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 546,298 shares

   Change vs previous 13F +26,104 shares

   1.78% of the 13F portfolio, value $29,014,000.

   13F-HR 0001193125-26-309955 filed by APPLETON PARTNERS INC/MA
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 520,194 shares

   Change vs previous 13F -23,341 shares

   2.22% of the 13F portfolio, value $31,867,000.

   13F-HR 0001193125-26-187304 filed by APPLETON PARTNERS INC/MA
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 543,535 shares

   Change vs previous 13F +273,228 shares

   1.6% of the 13F portfolio, value $24,301,000.

   13F-HR 0001193125-26-008702 filed by APPLETON PARTNERS INC/MA
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 270,307 shares

   Change vs previous 13F -2,281 shares

   1.62% of the 13F portfolio, value $24,149,000.

   13F-HR 0001193125-25-266475 filed by APPLETON PARTNERS INC/MA
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 272,588 shares

   Change vs previous 13F -429 shares

   1.64% of the 13F portfolio, value $23,118,000.

   13F-HR 0000950123-25-006529 filed by APPLETON PARTNERS INC/MA
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 273,017 shares

   Change vs previous 13F +16,604 shares

   1.97% of the 13F portfolio, value $25,513,000.

   13F-HR 0000950123-25-003620 filed by APPLETON PARTNERS INC/MA
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 256,413 shares

   Change vs previous 13F +2,885 shares

   1.62% of the 13F portfolio, value $21,964,000.

   13F-HR 0000950123-25-000642 filed by APPLETON PARTNERS INC/MA
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 253,528 shares

   Change vs previous 13F not available

   1.64% of the 13F portfolio, value $22,260,000.

   13F-HR 0000950123-24-009449 filed by APPLETON PARTNERS INC/MA
   Filed 2024-10-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).