Ownership history in APPLETON PARTNERS INC/MA · 29 quarters on record
This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in GRANITESHARES ETF TR BBG COMMD (COMB). 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 | 176,080 | +2,765 | +1.6% | 0.24% | $3.7M | $21.11 |
| 2025 Q3 | ADDED | 173,315 | +1,413 | +0.8% | 0.25% | $3.8M | $20.04 |
| 2025 Q2 | ADDED | 171,902 | +2,657 | +1.6% | 0.26% | $3.6M | $19.29 |
| 2025 Q1 | ADDED | 169,245 | +6,612 | +4.1% | 0.28% | $3.7M | $19.95 |
| 2024 Q4 | REDUCED | 162,633 | -195 | -0.1% | 0.24% | $3.2M | $18.34 |
| 2024 Q3 | ADDED | 162,828 | +2,740 | +1.7% | 0.25% | $3.3M | $18.38 |
| 2024 Q2 | ADDED | 160,088 | +1,325 | +0.8% | 0.25% | $3.3M | $18.26 |
| 2024 Q1 | ADDED | 158,763 | +11,763 | +8.0% | 0.24% | $3.2M | $17.82 |
| 2023 Q4 | ADDED | 147,000 | +5,489 | +3.9% | 0.23% | $2.9M | $17.42 |
| 2023 Q3 | REDUCED | 141,511 | -874 | -0.6% | 0.27% | $3.1M | $18.27 |
As of 2025 Q4 — sorted by position size