Position in APD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,016,235
-$29,843 QoQ
Shares Held
10,288
-1.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#537
of 1,766 holders
Holding Since
Mar 2020
24 quarters on record
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026APPLETON PARTNERS INC/MA holds $16,946,941 across 4 Specialty Chemicals names. APD ranks #2 (17.8% of the industry book) .
All Filings in APD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,016,235 | 10,288 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,046,078 | 10,486 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,195,019 | 8,886 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,690,655 | 9,866 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,740,212 | 9,715 | Shares | Sole | 2025-07-22 | |
| 2024-09-30 | $253,376 | 851 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $219,600 | 851 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $250,264 | 1,033 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $330,750 | 1,208 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $406,679 | 1,435 | Shares | Sole | 2023-10-03 | |
| 2023-06-30 | $483,740 | 1,615 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $466,429 | 1,624 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $536,064 | 1,739 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $410,302 | 1,763 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $425,649 | 1,770 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $442,340 | 1,770 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $632,860 | 2,080 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $622,091 | 2,429 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $647,567 | 2,251 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $637,797 | 2,267 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $646,984 | 2,368 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $742,564 | 2,493 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $602,925 | 2,497 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $523,377 | 2,622 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||