Filer Snapshot

APPLETON GROUP, LLC

CIK 0001454759. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

40

Latest filing

08 Nov 2023

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q3 2023. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

SCHD

$15.57M reported value

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13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 08 Nov 2023 for CIK 0001454759.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$28.63M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$28.63M

Market value reported in the latest parsed Form 13F information table. It is not total AUM.

Largest 13F holdings

13F
SCHD SCHZ IJH IWD SPY
+15 moreSCHG IWN SCHA SDS MPC TWM ETN META HQY TJX SPLK STX DSI OLED WLY

Largest symbols reported in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols reported in the latest parsed Form 13F information table.

SCHD SCHZ IJH IWD SPY SCHG IWN SCHA
+12 moreSDS MPC TWM ETN META HQY TJX SPLK STX DSI OLED WLY
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
100 W Lawrence St 3 Rd Fl, Appleton, WI, 54911
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
WI
Fiscal year end
08 December
Former names on EDGAR
APPLETON GROUP WEALTH MANAGEMENT LLC (to 05 Feb 2014)

Filer intelligence

What SEC filings say about APPLETON GROUP, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $28.63M across 27 reported holdings for Q3 2023.
  • Largest parsed 13F holding: SCHD at $15.57M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 27 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q3 2023 - 08 Nov 2023

Top 5 concentration

72%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$20.5M

Compared with $28.63M total 13F value.

Top 5 net change

+$6.46M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: SCHD ยท Largest trim: SCHG

SCHD SCHZ IJH IWD SPY Other holdings

SCHD

54.4%

Schwab Strategic Tr

$15.57M

SCHZ

6.8%

Schwab Strategic Tr

$1.93M

IJH

3.7%

Ishares Tr

$1.06M

IWD

3.4%

Ishares Tr

$972.7K

SPY

3.4%

Spdr S&P 500 Etf Tr

$967K

Latest update

What changed recently for APPLETON GROUP, LLC

New filing available

Latest 13F period: Q3 2023. Open the source-backed page to inspect the fresh filing or facts context.

Update date

08 Nov 2023

Page type

Filer profile

Latest period

Q3 2023

Institutional portfolio context was refreshed from a 13F filing filed on 08 Nov 2023.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

APPLETON GROUP, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q3 2023. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001454759 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
40
First seen
05 Feb 2014
Latest filing
08 Nov 2023
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

APPLETON GROUP, LLC SEC filings APPLETON GROUP, LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 40 SEC filings for APPLETON GROUP, LLC.

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13F-HR

13F-HR filing

Filing date
08 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
03 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
09 May 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
02 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
27 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
03 May 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
09 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
05 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
07 May 2021
Reporting date
31 Mar 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
05 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
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