Appleton Partners Inc/Ma

Business address
One Post Office Square, 5 Th Floor, Boston, MA, 02109
Top securities (13F)
AAPL, MSFT, GSLC, SCHX, AVGO, JPM, AMZN, GOOG, V, GEV, HD, META, JPST, MS, XLE, MU, SCHF, NFLX, GSIE, and IEMG
State of incorporation
MA
Fiscal year end
31 December
Former names
APPLETON PARTERS INC/MA (to 13 Nov 2003)
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Appleton Partners Inc/Ma has filed 110 SEC EDGAR filings since 20 May 1999

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 05 Nov 2025 30 Sep 2025 028-06694
N-PX Open Document Open Filing 25 Jul 2025 30 Jun 2025 028-06694
13F-HR Open Document Open Filing 22 Jul 2025 30 Jun 2025 028-06694
13F-HR Open Document Open Filing 22 Apr 2025 31 Mar 2025 028-06694
13F-HR Open Document Open Filing 28 Jan 2025 31 Dec 2024 028-06694
13F-HR Open Document Open Filing 01 Oct 2024 30 Sep 2024 028-06694
N-PX Open Document Open Filing 15 Aug 2024 30 Jun 2024 028-06694
13F-HR Open Document Open Filing 02 Jul 2024 30 Jun 2024 028-06694
13F-HR Open Document Open Filing 01 Apr 2024 31 Mar 2024 028-06694
13F-HR Open Document Open Filing 02 Jan 2024 31 Dec 2023 028-06694
13F-HR Open Document Open Filing 03 Oct 2023 30 Sep 2023 028-06694
13F-HR Open Document Open Filing 10 Jul 2023 30 Jun 2023 028-06694
13F-HR Open Document Open Filing 10 Apr 2023 31 Mar 2023 028-06694
13F-HR Open Document Open Filing 19 Jan 2023 31 Dec 2022 028-06694
13F-HR Open Document Open Filing 27 Oct 2022 30 Sep 2022 028-06694
13F-HR Open Document Open Filing 08 Jul 2022 30 Jun 2022 028-06694
13F-HR Open Document Open Filing 05 Apr 2022 31 Mar 2022 028-06694
13F-HR Open Document Open Filing 03 Feb 2022 31 Dec 2021 028-06694
13F-HR Open Document Open Filing 14 Oct 2021 30 Sep 2021 028-06694
13F-HR Open Document Open Filing 07 Jul 2021 30 Jun 2021 028-06694
13F-HR Open Document Open Filing 19 Apr 2021 31 Mar 2021 028-06694
13F-HR Open Document Open Filing 19 Jan 2021 31 Dec 2020 028-06694
13F-HR Open Document Open Filing 14 Oct 2020 30 Sep 2020 028-06694
13F-HR Open Document Open Filing 14 Aug 2020 30 Jun 2020 028-06694
13F-HR Open Document Open Filing 04 May 2020 31 Mar 2020 028-06694
13F-HR Open Document Open Filing 13 Jan 2020 31 Dec 2019 028-06694
13F-HR Open Document Open Filing 04 Nov 2019 30 Sep 2019 028-06694
13F-HR Open Document Open Filing 25 Jul 2019 30 Jun 2019 028-06694
13F-HR Open Document Open Filing 17 Apr 2019 31 Mar 2019 028-06694
13F-HR Open Document Open Filing 17 Jan 2019 31 Dec 2018 028-06694
13F-HR Open Document Open Filing 09 Oct 2018 30 Sep 2018 028-06694
13F-HR Open Document Open Filing 08 Aug 2018 30 Jun 2018 028-06694
13F-HR Open Document Open Filing 11 Apr 2018 31 Mar 2018 028-06694
13F-HR Open Document Open Filing 12 Jan 2018 31 Dec 2017 028-06694
13F-HR Open Document Open Filing 12 Oct 2017 30 Sep 2017 028-06694
13F-HR Open Document Open Filing 11 Jul 2017 30 Jun 2017 028-06694
13F-HR Open Document Open Filing 01 May 2017 31 Mar 2017 028-06694
13F-HR Open Document Open Filing 13 Feb 2017 31 Dec 2016 028-06694
13F-HR Open Document Open Filing 03 Nov 2016 30 Sep 2016 028-06694
13F-HR Open Document Open Filing 03 Aug 2016 30 Jun 2016 028-06694
13F-HR Open Document Open Filing 21 Apr 2016 31 Mar 2016 028-06694
13F-HR Open Document Open Filing 22 Jan 2016 31 Dec 2015 028-06694
13F-HR Open Document Open Filing 15 Oct 2015 30 Sep 2015 028-06694
13F-HR Open Document Open Filing 15 Jul 2015 30 Jun 2015 028-06694
13F-HR Open Document Open Filing 30 Apr 2015 31 Mar 2015 028-06694
13F-HR Open Document Open Filing 04 Feb 2015 31 Dec 2014 028-06694
13F-HR Open Document Open Filing 06 Nov 2014 30 Sep 2014 028-06694
13F-HR Open Document Open Filing 23 Jul 2014 30 Jun 2014 028-06694
13F-HR Open Document Open Filing 30 Apr 2014 31 Mar 2014 028-06694
13F-HR Open Document Open Filing 13 Feb 2014 31 Dec 2013 028-06694