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Costello Asset Management, INC: AAPL position timeline

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

Costello Asset Management, INC held 91,912 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,912 shares
    Change vs previous 13F +1,525 shares

    7.98% of the 13F portfolio, value $26,595,766.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, 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 90,387 shares
    Change vs previous 13F +429 shares

    7.93% of the 13F portfolio, value $22,939,208.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, 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 89,958 shares
    Change vs previous 13F -1,504 shares

    8.09% of the 13F portfolio, value $24,455,959.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, 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 91,462 shares
    Change vs previous 13F +1,977 shares

    7.8% of the 13F portfolio, value $23,289,025.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, 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 89,485 shares
    Change vs previous 13F -21,692 shares

    6.9% of the 13F portfolio, value $18,359,672.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, 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 111,177 shares
    Change vs previous 13F +103,207 shares

    10.02% of the 13F portfolio, value $24,695,735.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, 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 7,970 shares
    Change vs previous 13F +31 shares

    1.32% of the 13F portfolio, value $1,995,861.

    13F-HR 0001760145-25-000001 filed by Costello Asset Management, 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 7,939 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,849,687.

    13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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