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Disclosery

Aureus Asset Management, LLC: AAPL position timeline

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

Aureus Asset Management, LLC held 241,737 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 241,737 shares
    Change vs previous 13F +2,655 shares

    4.25% of the 13F portfolio, value $69,949,182.

    13F-HR 0001398344-26-014481 filed by Aureus Asset 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 239,082 shares
    Change vs previous 13F -3,062 shares

    4.04% of the 13F portfolio, value $60,676,718.

    13F-HR 0001381296-26-000002 filed by Aureus Asset 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 242,144 shares
    Change vs previous 13F -134 shares

    4.19% of the 13F portfolio, value $65,829,314.

    13F-HR 0001381296-26-000001 filed by Aureus Asset 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 242,278 shares
    Change vs previous 13F -15,394 shares

    4.02% of the 13F portfolio, value $61,691,212.

    13F-HR 0001381296-25-000005 filed by Aureus Asset 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 257,672 shares
    Change vs previous 13F -2,884 shares

    3.38% of the 13F portfolio, value $52,866,463.

    13F-HR 0001381296-25-000003 filed by Aureus Asset 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 260,556 shares
    Change vs previous 13F -2,099 shares

    4.06% of the 13F portfolio, value $57,877,328.

    13F-HR 0001381296-25-000002 filed by Aureus Asset 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 262,655 shares
    Change vs previous 13F -3,754 shares

    4.25% of the 13F portfolio, value $65,774,141.

    13F-HR 0001381296-25-000001 filed by Aureus Asset 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 266,409 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $62,073,284.

    13F-HR 0001381296-24-000004 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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