APPLETON PARTNERS INC/MA

Position in SAMG — Silvercrest Asset Management Group Inc.

CIK 1055290 BOSTON, MA

Position in SAMG

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$319,981

-$105,395 QoQ

Shares Held

31,650

0.0% QoQ

Ownership

0.267%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#25

of 98 holders

Holding Since

Mar 2023

14 quarters on record

Financial Services · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $13,062,506 across 4 Asset Management names. SAMG ranks #2 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	103,558	$12,185,669
2	SAMG	Silvercrest Asset Management Group Inc. This page	31,650	$319,981
3	BN	BROOKFIELD Corp /ON/	6,789	$289,143
4	NTRS	Northern Trust Corp	1,540	$267,713

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$319,981	31,650	0.0%	Shares	Sole	2026-07-21
2026-03-31	$425,376	31,650	0.0%	Shares	Sole	2026-04-28
2025-12-31	$480,763	31,650	0.0%	Shares	Sole	2026-01-09
2025-09-30	$498,487	31,650	0.0%	Shares	Sole	2025-11-05
2025-06-30	$501,969	31,650	0.0%	Shares	Sole	2025-07-22
2025-03-31	$517,794	31,650	0.0%	Shares	Sole	2025-04-22
2024-12-31	$582,043	31,650	0.0%	Shares	Sole	2025-01-28
2024-09-30	$545,646	31,650	0.0%	Shares	Sole	2024-10-01
2024-06-30	$493,423	31,650	0.0%	Shares	Sole	2024-07-02
2024-03-31	$500,386	31,650	0.0%	Shares	Sole	2024-04-01
2023-12-31	$538,050	31,650	0.0%	Shares	Sole	2024-01-02
2023-09-30	$502,285	31,650	0.0%	Shares	Sole	2023-10-03
2023-06-30	$640,912	31,650	0.0%	Shares	Sole	2023-07-10
2023-03-31	$575,397	31,650	—	Shares	Sole	2023-04-10
No filing history on record for this holder in this stock.