SEC 13F Intelligence

Appleton Partners Inc/Ma / CIBR

Appleton Partners Inc/Ma’s First Tr Exchange-Traded Fd Position

Does Appleton Partners Inc/Ma own First Tr Exchange-Traded Fd (CIBR)? Yes — 163.5K shares worth $10M (+0.71% of its 13F portfolio) as of Q1 2026, up from 162.5K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
163.5K
% of Portfolio
+0.71%
Quarters Held
25
currently held

Position History CIBR

Reported value by quarter
Q1 ’20: $230,000Q1 ’20Q2 ’20: $393,000Q3 ’20: $1MQ4 ’20: $2MQ1 ’21: $3MQ1 ’21Q2 ’21: $3MQ3 ’21: $3MQ4 ’21: $4MQ1 ’22: $4MQ1 ’22Q2 ’22: $3MQ3 ’22: $3MQ4 ’22: $4MQ1 ’23: $4MQ1 ’23Q2 ’23: $5MQ3 ’23: $6MQ4 ’23: $7MQ1 ’24: $7MQ1 ’24Q2 ’24: $8MQ3 ’24: $8MQ4 ’24: $9MQ1 ’25: $9MQ1 ’25Q2 ’25: $12MQ3 ’25: $12MQ4 ’25: $12MQ1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026163.5K$10M+0.71%
Q4 2025162.5K$12M+0.76%
Q3 2025163.1K$12M+0.83%
Q2 2025163.1K$12M+0.87%
Q1 2025147.9K$9M+0.72%
Q4 2024145.5K$9M+0.68%
Q3 2024138.9K$8M+0.61%
Q2 2024133.8K$8M+0.58%
Q1 2024126.8K$7M+0.56%
Q4 2023124.2K$7M+0.54%
Q3 2023123.4K$6M+0.50%
Q2 2023119.6K$5M+0.46%
Q1 2023102.1K$4M+0.39%
Q4 202293.7K$4M+0.34%
Q3 202289.0K$3M+0.34%
Q2 202279.5K$3M+0.30%
Q1 202276.8K$4M+0.33%
Q4 202178.8K$4M+0.31%
Q3 202171.5K$3M+0.29%
Q2 202167.7K$3M+0.27%
Q1 202166.6K$3M+0.26%
Q4 202047.0K$2M+0.21%
Q3 202034.5K$1M+0.13%
Q2 202011.9K$393,000+0.05%
Q1 20208.9K$230,000+0.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Appleton Partners Inc/Ma’s full portfolio or all institutional holders of CIBR.