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Disclosery

Beaton Management Co. Inc.: AAPL position timeline

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

Beaton Management Co. Inc. held 29,632 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,632 shares
    Change vs previous 13F -175 shares

    3.49% of the 13F portfolio, value $8,575,000.

    13F-HR 0001714678-26-000003 filed by Beaton Management Co. 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 29,807 shares
    Change vs previous 13F -225 shares

    3.37% of the 13F portfolio, value $7,565,000.

    13F-HR 0001714678-26-000002 filed by Beaton Management Co. 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 30,032 shares
    Change vs previous 13F -400 shares

    3.6% of the 13F portfolio, value $8,165,000.

    13F-HR 0001714678-26-000001 filed by Beaton Management Co. 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 30,432 shares
    Change vs previous 13F -95 shares

    3.52% of the 13F portfolio, value $7,749,000.

    13F-HR 0001714678-25-000006 filed by Beaton Management Co. 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 30,527 shares
    Change vs previous 13F -225 shares

    3.06% of the 13F portfolio, value $6,263,000.

    13F-HR 0001714678-25-000005 filed by Beaton Management Co. 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 30,752 shares
    Change vs previous 13F -525 shares

    3.55% of the 13F portfolio, value $6,831,000.

    13F-HR 0001714678-25-000004 filed by Beaton Management Co. 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 31,277 shares
    Change vs previous 13F -343 shares

    3.95% of the 13F portfolio, value $7,832,000.

    13F-HR 0001714678-25-000001 filed by Beaton Management Co. Inc.
    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 31,620 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $7,368,000.

    13F-HR 0001714678-24-000004 filed by Beaton Management Co. Inc.
    Filed (acceptance time not in the bulk data set), ingested

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