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Disclosery

Adalta Capital Management LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Adalta Capital Management LLC on AAPL, newest first. How the timeline and the estimate are built.

Adalta Capital Management LLC held 6,095 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,095 shares
    Change vs previous 13F -1,405 shares

    0.77% of the 13F portfolio, value $1,763,649.

    13F-HR 0001698926-26-000003 filed by Adalta Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,500 shares
    Change vs previous 13F -200 shares

    0.91% of the 13F portfolio, value $1,903,425.

    13F-HR 0001698926-26-000002 filed by Adalta Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,700 shares
    Change vs previous 13F -375 shares

    0.93% of the 13F portfolio, value $2,093,322.

    13F-HR 0001698926-26-000001 filed by Adalta Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,075 shares
    Change vs previous 13F +3,000 shares

    0.93% of the 13F portfolio, value $2,056,137.

    13F-HR 0001698926-25-000007 filed by Adalta Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,075 shares
    Change vs previous 13F -595 shares

    0.52% of the 13F portfolio, value $1,041,238.

    13F-HR 0001698926-25-000003 filed by Adalta Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,670 shares
    Change vs previous 13F -70 shares

    0.67% of the 13F portfolio, value $1,259,477.

    13F-HR 0001698926-25-000002 filed by Adalta Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,740 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $1,437,411.

    13F-HR 0001698926-25-000001 filed by Adalta Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,740 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,337,420.

    13F-HR 0001698926-24-000005 filed by Adalta Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).