Position in CME
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,332,987
-$1,428,645 QoQ
Shares Held
15,093
-6.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#603
of 1,679 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026APPLETON PARTNERS INC/MA holds $24,641,018 across 3 Financial Data & Stock Exchanges names. CME ranks #3 (13.5% of the industry book) .
All Filings in CME
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,332,987 | 15,093 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,761,632 | 16,122 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,479,058 | 16,402 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $4,425,442 | 16,379 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,418,739 | 16,032 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,316,268 | 16,270 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,907,269 | 16,825 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,652,419 | 16,553 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $3,187,672 | 16,214 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $3,496,524 | 16,241 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $3,333,587 | 15,829 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $3,273,196 | 16,348 | Shares | Sole | 2023-10-03 | |
| 2023-06-30 | $3,045,982 | 16,439 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,339,151 | 17,435 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $2,743,530 | 16,315 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,878,539 | 16,251 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,227,300 | 15,766 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $3,754,857 | 15,786 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $3,645,307 | 15,956 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,058,884 | 15,818 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $3,262,085 | 15,338 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $3,134,317 | 15,347 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,828,874 | 15,539 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $2,580,589 | 15,424 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $2,508,804 | 15,435 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,670,594 | 15,445 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||