Appleton Partners Inc
- SEC CIK
- 0001055290
- Latest filing
- Jul 21, 2026
RJF holding history
Raymond James 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.
RJF overviewAll 13F holders of RJFFull Q2 2026 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −2,175−100.0% | Sold out | Holders |
| Q1 2023 | 2,175 | $203.0K | <0.1% | −125−5.4% | Reduced | Holders |
| Q4 2022 | 2,300 | $246.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 2,300 | $227.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 2,300 | $206.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 2,300 | $253.0K | <0.1% | −62−2.6% | Reduced | Holders |
| Q4 2021 | 2,362 | $237.0K | <0.1% | +2,362 | New | Holders |
| Q3 2021 | 0 | $0 | 0.0% | −1,582−100.0% | Sold out | Holders |
| Q2 2021 | 1,582 | $206.0K | <0.1% | +1,582 | New | Holders |