APPLETON PARTNERS INC/MA

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Boston, MA
CIK
0001055290
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 287 1,184,418 13F-HR 7/10/2023 000095012323006029 APPLETON PARTNERS INC/MA
Q1 2023 295 1,124,251 13F-HR 4/10/2023 000095012323003173 APPLETON PARTNERS INC/MA
Q4 2022 295 1,055,625 13F-HR 1/19/2023 000095012323000254 APPLETON PARTNERS INC/MA
Q3 2022 292 999,667 13F-HR 10/27/2022 000095012322010505 APPLETON PARTNERS INC/MA
Q2 2022 293 1,057,457 13F-HR 7/8/2022 000095012322007112 APPLETON PARTNERS INC/MA
Q1 2022 302 1,223,221 13F-HR 4/5/2022 000095012322003750 APPLETON PARTNERS INC/MA
Q4 2021 310 1,328,462 13F-HR 2/3/2022 000095012322000863 APPLETON PARTNERS INC/MA
Q3 2021 291 1,200,884 13F-HR 10/14/2021 000095012321013129 APPLETON PARTNERS INC/MA
Q2 2021 286 1,174,228 13F-HR 7/7/2021 000095012321008516 APPLETON PARTNERS INC/MA
Q1 2021 279 1,075,786 13F-HR 4/19/2021 000095012321004682 APPLETON PARTNERS INC/MA
Q4 2020 274 1,015,714 13F-HR 1/19/2021 000095012321000404 APPLETON PARTNERS INC/MA
Q3 2020 262 905,609 13F-HR 10/14/2020 000095012320010239 APPLETON PARTNERS INC/MA
Q2 2020 257 835,102 13F-HR 8/14/2020 000095012320009145 APPLETON PARTNERS INC/MA
Q1 2020 258 721,677 13F-HR 5/4/2020 000095012320003810 APPLETON PARTNERS INC/MA
Q4 2019 290 910,362 13F-HR 1/13/2020 000095012320000207 APPLETON PARTNERS INC/MA
Q3 2019 280 828,338 13F-HR 11/4/2019 000095012319010012 APPLETON PARTNERS INC/MA
Q2 2019 281 809,102 13F-HR 7/25/2019 000095012319006628 APPLETON PARTNERS INC/MA
Q1 2019 263 754,452 13F-HR 4/17/2019 000095012319003379 APPLETON PARTNERS INC/MA
Q4 2018 255 667,841 13F-HR 1/17/2019 000095012319000184 APPLETON PARTNERS INC/MA
Q3 2018 261 751,057 13F-HR 10/9/2018 000095012318009715 APPLETON PARTNERS INC/MA
Q2 2018 263 698,437 13F-HR 8/8/2018 000095012318007573 APPLETON PARTNERS INC/MA
Q1 2018 260 659,030 13F-HR 4/11/2018 000095012318003466 APPLETON PARTNERS INC/MA
Q4 2017 259 644,734 13F-HR 1/12/2018 000095012318000184 APPLETON PARTNERS INC/MA
Q3 2017 239 593,572 13F-HR 10/12/2017 000095012317008975 APPLETON PARTNERS INC/MA
Q2 2017 244 594,975 13F-HR 7/11/2017 000095012317006053 APPLETON PARTNERS INC/MA
Q1 2017 229 543,509 13F-HR 5/1/2017 000095012317003701 APPLETON PARTNERS INC/MA
Q4 2016 209 494,787 13F-HR 2/13/2017 000095012317001778 APPLETON PARTNERS INC/MA
Q3 2016 214 530,790 13F-HR 11/3/2016 000095012316021125 APPLETON PARTNERS INC/MA
Q2 2016 204 489,257 13F-HR 8/3/2016 000095012316018722 APPLETON PARTNERS INC/MA
Q1 2016 206 505,991 13F-HR 4/21/2016 000095012316015924 APPLETON PARTNERS INC/MA
Q4 2015 212 507,025 13F-HR 1/22/2016 000095012316012971 APPLETON PARTNERS INC/MA
Q3 2015 200 439,873 13F-HR 10/15/2015 000095012315010261 APPLETON PARTNERS INC/MA
Q2 2015 187 446,455 13F-HR 7/15/2015 000095012315007435 APPLETON PARTNERS INC/MA
Q1 2015 183 443,405 13F-HR 4/30/2015 000095012315004808 APPLETON PARTNERS INC/MA
Q4 2014 184 436,818 13F-HR 2/4/2015 000095012315000790 APPLETON PARTNERS INC/MA
Q3 2014 188 428,281 13F-HR 11/6/2014 000095012314011030 APPLETON PARTNERS INC/MA
Q2 2014 176 427,681 13F-HR 7/23/2014 000095012314007320 APPLETON PARTNERS INC/MA
Q1 2014 170 422,614 13F-HR 4/30/2014 000095012314004526 Appleton Partners Inc/MA
Q4 2013 167 417,087 13F-HR 2/13/2014 000095012314002078 Appleton Partners Inc/MA