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Disclosery

Clearstead Trust, LLC: AAPL position timeline

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

Clearstead Trust, LLC held 109,097 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,097 shares
    Change vs previous 13F +812 shares

    4.13% of the 13F portfolio, value $31,568,171.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 108,285 shares
    Change vs previous 13F -381 shares

    4.48% of the 13F portfolio, value $27,481,578.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 108,666 shares
    Change vs previous 13F -3,760 shares

    4.65% of the 13F portfolio, value $29,542,045.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 112,426 shares
    Change vs previous 13F +17,737 shares

    4.89% of the 13F portfolio, value $28,627,048.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 94,689 shares
    Change vs previous 13F +6,413 shares

    3.68% of the 13F portfolio, value $19,427,282.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 88,276 shares
    Change vs previous 13F -96 shares

    4.36% of the 13F portfolio, value $19,608,757.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 88,372 shares
    Change vs previous 13F +12,464 shares

    4.78% of the 13F portfolio, value $22,130,150.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 75,908 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $17,686,467.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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