Appleton Partners Inc

SEC CIK: 0001055290
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

BR holding history

Broadridge Financial Solutions, Inc. in every 13F filed by Appleton Partners Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BR overview All 13F holders of BR Full Q2 2026 holdings

Shares (Q2 2026): 11,706
Value: $1.60M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of BR by Appleton Partners Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,706	$1.60M	0.1%	−431−3.6%	Reduced	Holders
Q1 2026	12,137	$1.97M	0.1%	+65+0.5%	Added	Holders
Q4 2025	12,072	$2.69M	0.2%	+89+0.7%	Added	Holders
Q3 2025	11,983	$2.85M	0.2%	−662−5.2%	Reduced	Holders
Q2 2025	12,645	$3.07M	0.2%	−693−5.2%	Reduced	Holders
Q1 2025	13,338	$3.23M	0.2%	+503+3.9%	Added	Holders
Q4 2024	12,835	$2.90M	0.2%	−366−2.8%	Reduced	Holders
Q3 2024	13,201	$2.84M	0.2%	−464−3.4%	Reduced	Holders
Q2 2024	13,665	$2.69M	0.2%	+335+2.5%	Added	Holders
Q1 2024	13,330	$2.73M	0.2%	−468−3.4%	Reduced	Holders
Q4 2023	13,798	$2.84M	0.2%	−665−4.6%	Reduced	Holders
Q3 2023	14,463	$2.59M	0.2%	−1,294−8.2%	Reduced	Holders
Q2 2023	15,757	$2.61M	0.2%	−9,418−37.4%	Reduced	Holders
Q1 2023	25,175	$3.69M	0.3%	−4,774−15.9%	Reduced	Holders
Q4 2022	29,949	$4.02M	0.4%	+888+3.1%	Added	Holders
Q3 2022	29,061	$4.19M	0.4%	+1,109+4.0%	Added	Holders
Q2 2022	27,952	$3.98M	0.4%	−830−2.9%	Reduced	Holders
Q1 2022	28,782	$4.48M	0.4%	−165−0.6%	Reduced	Holders
Q4 2021	28,947	$5.29M	0.4%	+5,785+25.0%	Added	Holders
Q3 2021	23,162	$3.86M	0.3%	+3,486+17.7%	Added	Holders
Q2 2021	19,676	$3.18M	0.3%	+1,007+5.4%	Added	Holders
Q1 2021	18,669	$2.86M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.