Appleton Group Wealth Management LLC

CIK: 0001454759 | APPLETON, WI

Q2 2023 vs Q3 2023 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2023	13F-HR	27	$28.6M	2023-11-08	SEC ↗
Q2 2023	13F-HR	37	$71.6M	2023-08-03	SEC ↗
Q1 2023	13F-HR	32	$51.3M	2023-05-09	SEC ↗
Q4 2022	13F-HR	42	$68.2M	2023-02-02	SEC ↗
Q3 2022	13F-HR	22	$35.0K	2022-11-08	SEC ↗
Q2 2022	13F-HR	26	$17.2K	2022-07-27	SEC ↗
Q1 2022	13F-HR	43	$506.4K	2022-05-03	SEC ↗
Q4 2021	13F-HR	51	$1.1M	2022-02-09	SEC ↗
Q3 2021	13F-HR	42	$914.4K	2021-11-15	SEC ↗
Q2 2021	13F-HR	51	$1.3M	2021-08-05	SEC ↗
Q1 2021	13F-HR	43	$957.6K	2021-05-07	SEC ↗
Q4 2020	13F-HR	33	$102.5K	2021-02-05	SEC ↗
Q3 2020	13F-HR	29	$63.9K	2020-11-02	SEC ↗
Q2 2020	13F-HR	30	$83.1K	2020-07-29	SEC ↗
Q1 2020	13F-HR	15	$19.8K	2020-05-06	SEC ↗
Q4 2019	13F-HR	33	$78.8K	2020-01-22	SEC ↗
Q3 2019	13F-HR	29	$86.1K	2019-10-16	SEC ↗
Q2 2019	13F-HR	29	$89.6K	2019-08-07	SEC ↗
Q1 2019	13F-HR	32	$103.8K	2019-04-26	SEC ↗
Q4 2018	13F-HR	1	$0	2019-02-14	SEC ↗
Q3 2018	13F-HR	30	$94.4K	2018-11-13	SEC ↗
Q2 2018	13F-HR	26	$76.1K	2018-08-01	SEC ↗
Q1 2018	13F-HR	29	$87.0K	2018-05-02	SEC ↗
Q4 2017	13F-HR	36	$100.8K	2018-01-22	SEC ↗
Q3 2017	13F-HR	32	$93.1K	2017-11-03	SEC ↗
Q2 2017	13F-HR	30	$88.5K	2017-08-02	SEC ↗
Q1 2017	13F-HR	33	$86.6K	2017-05-04	SEC ↗
Q4 2016	13F-HR	28	$75.7K	2017-02-01	SEC ↗
Q3 2016	13F-HR	29	$82.9K	2016-11-09	SEC ↗
Q2 2016	13F-HR	22	$60.0K	2016-08-10	SEC ↗
Q1 2016	13F-HR	19	$84.2K	2016-05-04	SEC ↗
Q4 2015	13F-HR	16	$76.8K	2016-02-09	SEC ↗
Q3 2015	13F-HR	16	$34.2K	2015-11-10	SEC ↗
Q2 2015	13F-HR	25	$87.9K	2015-08-05	SEC ↗
Q1 2015	13F-HR	24	$94.0K	2015-05-06	SEC ↗
Q4 2014	13F-HR	21	$82.6K	2015-02-10	SEC ↗
Q3 2014	13F-HR	25	$79.2K	2014-11-04	SEC ↗
Q2 2014	13F-HR	26	$90.1K	2014-08-06	SEC ↗
Q1 2014	13F-HR	25	$81.5K	2014-05-13	SEC ↗
Q4 2013	13F-HR	16	$75.8K	2014-02-05	SEC ↗
Q3 2013	13F-HR	12	$73.0K	2013-11-06	SEC ↗
Q2 2013	13F-HR	10	$51.8K	2013-08-13	SEC ↗