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Appleton Partners Inc

SEC CIK
0001055290
Latest filing
Jul 21, 2026

PRU holding history

Prudential Financial 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.

PRU overviewAll 13F holders of PRUFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of PRU by Appleton Partners Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−4,717−100.0%Sold outHolders
Q4 20234,717$489.0K<0.1%00.0%UnchangedHolders
Q3 20234,717$448.0K<0.1%−65−1.4%ReducedHolders
Q2 20234,782$422.0K<0.1%−246−4.9%ReducedHolders
Q1 20235,028$416.0K<0.1%+438+9.5%AddedHolders
Q4 20224,590$457.0K<0.1%−112−2.4%ReducedHolders
Q3 20224,702$403.0K<0.1%+24+0.5%AddedHolders
Q2 20224,678$448.0K<0.1%+11+0.2%AddedHolders
Q1 20224,667$551.0K<0.1%00.0%UnchangedHolders
Q4 20214,667$505.0K<0.1%00.0%UnchangedHolders
Q3 20214,667$491.0K<0.1%00.0%UnchangedHolders
Q2 20214,667$478.0K<0.1%00.0%UnchangedHolders
Q1 20214,667$425.0K<0.1%––Holders

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