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Disclosery

Avalon Trust Co: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Trust Co on AAPL, newest first. How the timeline and the estimate are built.

Avalon Trust Co held 410,286 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 410,286 shares
    Change vs previous 13F -5,739 shares

    7.3% of the 13F portfolio, value $118,720,388.

    13F-HR 0001798150-26-000003 filed by Avalon Trust Co
    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 416,025 shares
    Change vs previous 13F +5,000 shares

    7.27% of the 13F portfolio, value $105,583,012.

    13F-HR 0001798150-26-000002 filed by Avalon Trust Co
    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 411,025 shares
    Change vs previous 13F -2,375 shares

    7.23% of the 13F portfolio, value $111,741,286.

    13F-HR 0001798150-26-000001 filed by Avalon Trust Co
    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 413,400 shares
    Change vs previous 13F +17,729 shares

    6.83% of the 13F portfolio, value $105,264,070.

    13F-HR 0001798150-25-000005 filed by Avalon Trust Co
    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 395,671 shares
    Change vs previous 13F -52,211 shares

    5.94% of the 13F portfolio, value $81,179,842.

    13F-HR 0001798150-25-000004 filed by Avalon Trust Co
    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 447,882 shares
    Change vs previous 13F -11,941 shares

    7.91% of the 13F portfolio, value $99,488,090.

    13F-HR 0001798150-25-000001 filed by Avalon Trust Co
    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 459,823 shares
    Change vs previous 13F -2,985 shares

    8.19% of the 13F portfolio, value $115,148,832.

    13F-HR 0000842775-25-000003 filed by Avalon Trust Co
    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 462,808 shares
    Change vs previous 13F not available

    7.97% of the 13F portfolio, value $107,834,224.

    13F-HR 0001708001-24-000007 filed by Avalon Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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