SAMG — SILVERCREST ASSET MANAGEMENT G

Ownership history in APPLETON PARTNERS INC/MA  ·  12 quarters on record

This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in SILVERCREST ASSET MANAGEMENT G (SAMG). 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.

Peak position
0.05% (2023 Q2)
Avg. % of fund
0.04%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 31,650 — 0% 0.03% $481K $14.97
2025 Q3 UNCHANGED 31,650 — 0% 0.03% $498K $15.31
2025 Q2 UNCHANGED 31,650 — 0% 0.04% $502K $15.22
2025 Q1 UNCHANGED 31,650 — 0% 0.04% $518K $15.49
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% of Fund (quarterly)    SAMG price (monthly, adj. close)

Other funds also holding SAMG

As of 2025 Q4 — sorted by position size

PERRITT CAPITAL MANAGEMENT INC 3Y 7Y 3.26% Pacific Ridge Capital Partners, LLC 3Y 7Y 0.69% ROBERTS GLORE & CO INC /IL/ 3Y 7Y 0.07% ROYCE & ASSOCIATES LP 3Y 7Y 0.05% GABELLI FUNDS LLC 3Y 7Y 0.02% Ancora Advisors LLC 3Y 7Y 0.02% DIAMOND HILL CAPITAL MANAGEMENT INC 3Y 7Y 0.01% MARTINGALE ASSET MANAGEMENT L P 3Y 7Y 0.01% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.01% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.01%
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