Ownership history in APPLETON PARTNERS INC/MA · 33 quarters on record
This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in GOLDMAN SACHS ETF TR ACTIVEBET (GSIE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 441,848 | +1,101 | +0.2% | 1.25% | $19.0M | $42.94 |
| 2025 Q3 | ADDED | 440,747 | +5,892 | +1.4% | 1.22% | $18.1M | $40.90 |
| 2025 Q2 | ADDED | 434,855 | +797 | +0.2% | 1.22% | $17.2M | $39.24 |
| 2025 Q1 | REDUCED | 434,058 | -3,276 | -0.7% | 1.20% | $15.5M | $34.77 |
As of 2025 Q4 — sorted by position size