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Aventura Private Wealth, LLC: AAPL position timeline

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

Aventura Private Wealth, LLC held 117,478 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,478 shares
    Change vs previous 13F +418 shares

    10.43% of the 13F portfolio, value $33,993,352.

    13F-HR 0002074418-26-000007 filed by Aventura Private Wealth, 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 117,060 shares
    Change vs previous 13F -2,039 shares

    10.86% of the 13F portfolio, value $29,708,747.

    13F-HR 0002074418-26-000006 filed by Aventura Private Wealth, 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 119,099 shares
    Change vs previous 13F +2,084 shares

    11.63% of the 13F portfolio, value $32,378,242.

    13F-HR 0002074418-26-000001 filed by Aventura Private Wealth, 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 117,015 shares
    Change vs previous 13F +2,301 shares

    10.99% of the 13F portfolio, value $29,795,561.

    13F-HR 0002074418-26-000005 filed by Aventura Private Wealth, 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 114,714 shares
    Change vs previous 13F +54,636 shares

    10.19% of the 13F portfolio, value $23,535,872.

    13F-HR 0002074418-26-000004 filed by Aventura Private Wealth, 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 60,078 shares
    Change vs previous 13F +4,937 shares

    6.99% of the 13F portfolio, value $13,345,237.

    13F-HR 0002074418-26-000003 filed by Aventura Private Wealth, 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 55,141 shares
    Change vs previous 13F not available

    7.43% of the 13F portfolio, value $13,808,425.

    13F-HR 0002074418-26-000002 filed by Aventura Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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