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CapWealth Advisors, LLC: AAPL position timeline

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

CapWealth Advisors, LLC held 68,124 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 68,124 shares
    Change vs previous 13F -881 shares

    1.71% of the 13F portfolio, value $22,686,678.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 69,005 shares
    Change vs previous 13F -2,911 shares

    1.37% of the 13F portfolio, value $19,967,278.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 71,916 shares
    Change vs previous 13F -2,918 shares

    1.35% of the 13F portfolio, value $18,251,477.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 74,834 shares
    Change vs previous 13F -488 shares

    1.39% of the 13F portfolio, value $20,344,464.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 75,322 shares
    Change vs previous 13F -1,284 shares

    1.32% of the 13F portfolio, value $19,179,236.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 76,606 shares
    Change vs previous 13F -1,386 shares

    1.55% of the 13F portfolio, value $15,717,268.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 77,992 shares
    Change vs previous 13F -213 shares

    1.88% of the 13F portfolio, value $17,324,311.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 78,205 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $19,583,972.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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