Appleton-Partners-Incma

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-22
Total Holdings
243
Total Value
1294021
Accession Number
0000950123-25-003620
Form Type
13F-HR
Manager Name
Appleton-Partners-Incma
Data Enrichment
81% identified
198 identified45 unidentified

Holdings

243 positions
Manager:
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Page 13 of 13
81369Y100
Shares:2.3K
Value:$201.0K
46137V621
Shares:12.2K
Value:$175.0K
186904108
Shares:25.0K
Value:$1.0K