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BELLEVUE ASSET MANAGEMENT, LLC: AAPL position timeline

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

BELLEVUE ASSET MANAGEMENT, LLC held 53,609 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,609 shares
    Change vs previous 13F -429 shares

    7.16% of the 13F portfolio, value $15,512,534.

    13F-HR 0001801619-26-000004 filed by BELLEVUE 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 54,038 shares
    Change vs previous 13F -404 shares

    6.86% of the 13F portfolio, value $13,714,402.

    13F-HR 0001801619-26-000002 filed by BELLEVUE 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 54,442 shares
    Change vs previous 13F -365 shares

    4.79% of the 13F portfolio, value $14,800,268.

    13F-HR 0001801619-26-000001 filed by BELLEVUE 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 54,807 shares
    Change vs previous 13F -1,261 shares

    6.42% of the 13F portfolio, value $13,955,534.

    13F-HR 0001801619-25-000006 filed by BELLEVUE 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 56,068 shares
    Change vs previous 13F -328 shares

    5.6% of the 13F portfolio, value $11,503,512.

    13F-HR 0001801619-25-000004 filed by BELLEVUE 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 56,396 shares
    Change vs previous 13F -518 shares

    6.83% of the 13F portfolio, value $12,527,305.

    13F-HR 0001801619-25-000002 filed by BELLEVUE 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 56,914 shares
    Change vs previous 13F -1,023 shares

    7.36% of the 13F portfolio, value $14,252,476.

    13F-HR 0001801619-25-000001 filed by BELLEVUE 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 57,937 shares
    Change vs previous 13F not available

    6.93% of the 13F portfolio, value $13,499,345.

    13F-HR 0001801619-24-000005 filed by BELLEVUE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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