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Avantra Family Wealth, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantra Family Wealth, Inc. on AAPL, newest first. How the timeline and the estimate are built.

Avantra Family Wealth, Inc. held 31,119 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,119 shares
    Change vs previous 13F +1,187 shares

    5.75% of the 13F portfolio, value $9,004,605.

    13F-HR 0001951757-26-001073 filed by Avantra Family Wealth, Inc.
    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 29,932 shares
    Change vs previous 13F +1,129 shares

    5.65% of the 13F portfolio, value $7,596,363.

    13F-HR 0001951757-26-000689 filed by Avantra Family Wealth, Inc.
    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 28,803 shares
    Change vs previous 13F +405 shares

    5.68% of the 13F portfolio, value $7,830,454.

    13F-HR 0001951757-26-000249 filed by Avantra Family Wealth, Inc.
    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 28,398 shares
    Change vs previous 13F -155 shares

    5.41% of the 13F portfolio, value $7,230,943.

    13F-HR 0001951757-25-001216 filed by Avantra Family Wealth, Inc.
    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 28,553 shares
    Change vs previous 13F +1,191 shares

    4.84% of the 13F portfolio, value $5,858,255.

    13F-HR 0001951757-25-000928 filed by Avantra Family Wealth, Inc.
    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 27,362 shares
    Change vs previous 13F -433 shares

    5.83% of the 13F portfolio, value $6,077,999.

    13F-HR 0001951757-25-000405 filed by Avantra Family Wealth, Inc.
    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 27,795 shares
    Change vs previous 13F not available

    6.5% of the 13F portfolio, value $6,960,378.

    13F-HR 0001951757-25-000118 filed by Avantra Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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