APPLETON PARTNERS INC/MA SEC EDGAR Filings (CIK 0001055290)

SEC EDGAR filings, ownership reports, and insider transactions for APPLETON PARTNERS INC/MA.

Business address
One Post Office Square, 5 Th Floor, Boston, MA, 02109
Top securities (13F)
AAPL, MSFT, GSLC, SCHX, GOOG, AMZN, AVGO, JPM, MU, GEV, V, MS, XLE, JPST, HD, META, SCHF, LLY, GSIE, and IEMG
State of incorporation
MA
Fiscal year end
31 December
Former names
APPLETON PARTERS INC/MA (to 13 Nov 2003)
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APPLETON PARTNERS INC/MA has filed 111 SEC EDGAR filings since 20 May 1999

Latest Filings

Recent SEC filings for APPLETON PARTNERS INC/MA including 13F-HR, N-PX, 13F-HR/A and more.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Jan 2026 31 Dec 2025 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Nov 2025 30 Sep 2025 028-06694
N-PX Open N-PX document View SEC filing for N-PX 25 Jul 2025 30 Jun 2025 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jul 2025 30 Jun 2025 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Apr 2025 31 Mar 2025 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jan 2025 31 Dec 2024 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Oct 2024 30 Sep 2024 028-06694
N-PX Open N-PX document View SEC filing for N-PX 15 Aug 2024 30 Jun 2024 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Jul 2024 30 Jun 2024 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Apr 2024 31 Mar 2024 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Jan 2024 31 Dec 2023 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Oct 2023 30 Sep 2023 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Jul 2023 30 Jun 2023 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Apr 2023 31 Mar 2023 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jan 2023 31 Dec 2022 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Oct 2022 30 Sep 2022 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Jul 2022 30 Jun 2022 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Apr 2022 31 Mar 2022 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2022 31 Dec 2021 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Oct 2021 30 Sep 2021 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Jul 2021 30 Jun 2021 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Apr 2021 31 Mar 2021 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jan 2021 31 Dec 2020 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Oct 2020 30 Sep 2020 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2020 30 Jun 2020 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 May 2020 31 Mar 2020 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Jan 2020 31 Dec 2019 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Nov 2019 30 Sep 2019 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jul 2019 30 Jun 2019 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Apr 2019 31 Mar 2019 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jan 2019 31 Dec 2018 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Oct 2018 30 Sep 2018 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2018 30 Jun 2018 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Apr 2018 31 Mar 2018 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Jan 2018 31 Dec 2017 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Oct 2017 30 Sep 2017 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Jul 2017 30 Jun 2017 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 May 2017 31 Mar 2017 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2017 31 Dec 2016 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Nov 2016 30 Sep 2016 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Aug 2016 30 Jun 2016 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Apr 2016 31 Mar 2016 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jan 2016 31 Dec 2015 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2015 30 Sep 2015 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jul 2015 30 Jun 2015 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Apr 2015 31 Mar 2015 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Feb 2015 31 Dec 2014 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Nov 2014 30 Sep 2014 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jul 2014 30 Jun 2014 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Apr 2014 31 Mar 2014 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2014 31 Dec 2013 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Oct 2013 30 Sep 2013 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2013 30 Jun 2013 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR FORM 13F 14 May 2013 31 Mar 2013 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR FORM 13F 14 Feb 2013 31 Dec 2012 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR FORM 13F HOLDINGS REPORT 25 Oct 2012 30 Sep 2012 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR FORM 13F-HR 14 Aug 2012 30 Jun 2012 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR 08 May 2012 31 Mar 2012 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR 16 Feb 2012 31 Dec 2011 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR FORM 13F 14 Nov 2011 30 Sep 2011 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR 10 Aug 2011 30 Jun 2011 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR 20 Apr 2011 31 Mar 2011 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR 02 Feb 2011 31 Dec 2010 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR 28 Oct 2010 30 Sep 2010 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR 05 Aug 2010 30 Jun 2010 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR FORM 13F 06 May 2010 31 Mar 2010 028-06694
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR 12 Feb 2010 31 Dec 2009 028-06694

About this filer

APPLETON PARTNERS INC/MA files with the SEC under CIK 0001055290. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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