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Livermore
Livermore
ZHEN

Appleton Partners Inc

SEC CIK
0001055290
Latest filing
Jul 21, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust 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.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2026)
1,289
Value
$673.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIA by Appleton Partners Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,289$673.0K<0.1%00.0%UnchangedHolders
Q1 20261,289$597.0K<0.1%00.0%UnchangedHolders
Q4 20251,289$619.0K<0.1%00.0%UnchangedHolders
Q3 20251,289$598.0K<0.1%00.0%UnchangedHolders
Q2 20251,289$568.0K<0.1%−1,143−47.0%ReducedHolders
Q1 20252,432$1.02M0.1%+1,850+317.9%AddedHolders
Q4 2024582$248.0K<0.1%−50−7.9%ReducedHolders
Q3 2024632$267.0K<0.1%−62−8.9%ReducedHolders
Q2 2024694$271.0K<0.1%−15−2.1%ReducedHolders
Q1 2024709$282.0K<0.1%−56−7.3%ReducedHolders
Q4 2023765$288.0K<0.1%−78−9.3%ReducedHolders
Q3 2023843$282.0K<0.1%−15−1.7%ReducedHolders
Q2 2023858$295.0K<0.1%−25−2.8%ReducedHolders
Q1 2023883$294.0K<0.1%−50−5.4%ReducedHolders
Q4 2022933$309.0K<0.1%−30−3.1%ReducedHolders
Q3 2022963$277.0K<0.1%−40−4.0%ReducedHolders
Q2 20221,003$309.0K<0.1%00.0%UnchangedHolders
Q1 20221,003$348.0K<0.1%+323+47.5%AddedHolders
Q4 2021680$247.0K<0.1%00.0%UnchangedHolders
Q3 2021680$230.0K<0.1%00.0%UnchangedHolders
Q2 2021680$235.0K<0.1%00.0%UnchangedHolders
Q1 2021680$225.0K<0.1%––Holders

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