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Disclosery

BigSur Wealth Management LLC: AAPL position timeline

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

BigSur Wealth Management LLC held 26,516 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,516 shares
    Change vs previous 13F -162 shares

    1.85% of the 13F portfolio, value $7,672,670.

    13F-HR 0001398344-26-012137 filed by BigSur Wealth 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 26,678 shares
    Change vs previous 13F -8,780 shares

    1.9% of the 13F portfolio, value $6,770,610.

    13F-HR 0001398344-26-006828 filed by BigSur Wealth 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 35,458 shares
    Change vs previous 13F +5 shares

    2.34% of the 13F portfolio, value $9,639,612.

    13F-HR 0001398344-26-001298 filed by BigSur Wealth 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 35,453 shares
    Change vs previous 13F -6,944 shares

    2.21% of the 13F portfolio, value $9,027,397.

    13F-HR 0001398344-25-019122 filed by BigSur Wealth 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 42,397 shares
    Change vs previous 13F -1,930 shares

    2.2% of the 13F portfolio, value $8,698,592.

    13F-HR 0001398344-25-013158 filed by BigSur Wealth 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 44,327 shares
    Change vs previous 13F -5,600 shares

    2.67% of the 13F portfolio, value $9,846,357.

    13F-HR 0001398344-25-007207 filed by BigSur Wealth 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 49,927 shares
    Change vs previous 13F -2,200 shares

    3.57% of the 13F portfolio, value $12,502,719.

    13F-HR 0001398344-25-000735 filed by BigSur Wealth 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 52,127 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $12,145,591.

    13F-HR 0001398344-24-018923 filed by BigSur Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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