Current Market Value 28,634,342
Current Holdings 27
Most Recent File Date 2023-11-08
Total Filings on Record 42
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Appleton Group, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2023-11-08 2023-09-30 13F-HR 27 28,634
2023-08-03 2023-06-30 13F-HR 37 71,642
2023-05-09 2023-03-31 13F-HR 32 51,291
2023-02-02 2022-12-31 13F-HR 42 68,185
2022-11-08 2022-09-30 13F-HR 22 35,029
2022-07-27 2022-06-30 13F-HR 26 17,187
2022-05-03 2022-03-31 13F-HR 43 71,840
2022-02-09 2021-12-31 13F-HR 51 99,704
2021-11-15 2021-09-30 13F-HR 42 116,217
2021-08-05 2021-06-30 13F-HR 51 130,261
2021-05-07 2021-03-31 13F-HR 43 76,469
2021-02-05 2020-12-31 13F-HR 33 102,488
2020-11-02 2020-09-30 13F-HR 29 63,864
2020-07-29 2020-06-30 13F-HR 30 83,066
2020-05-06 2020-03-31 13F-HR 15 19,814
2020-01-22 2019-12-31 13F-HR 33 78,797
2019-10-16 2019-09-30 13F-HR 29 86,127
2019-08-07 2019-06-30 13F-HR 29 89,602
2019-04-26 2019-03-31 13F-HR 32 103,839
2019-02-14 2018-12-31 13F-HR 0 0
2018-11-13 2018-09-30 13F-HR 30 94,383
2018-08-01 2018-06-30 13F-HR 26 76,091
2018-05-02 2018-03-31 13F-HR 29 87,020
2018-01-22 2017-12-31 13F-HR 36 100,836
2017-11-03 2017-09-30 13F-HR 32 93,109
2017-08-02 2017-06-30 13F-HR 30 88,451
2017-05-04 2017-03-31 13F-HR 33 86,552
2017-02-01 2016-12-31 13F-HR 28 75,719
2016-11-09 2016-09-30 13F-HR 29 82,889
2016-08-10 2016-06-30 13F-HR 22 60,028
2016-05-04 2016-03-31 13F-HR 19 84,226
2016-02-09 2015-12-31 13F-HR 16 76,799
2015-11-10 2015-09-30 13F-HR 16 34,176
2015-08-05 2015-06-30 13F-HR 25 87,903
2015-05-06 2015-03-31 13F-HR 24 94,008
2015-02-10 2014-12-31 13F-HR 21 82,617
2014-11-04 2014-09-30 13F-HR 25 79,183
2014-08-06 2014-06-30 13F-HR 26 90,051
2014-05-13 2014-03-31 13F-HR 25 81,476
2014-02-05 2013-12-31 13F-HR 16 75,844
2013-11-06 2013-09-30 13F-HR 12 73,032
2013-08-13 2013-06-30 13F-HR 10 51,826