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Covenant Asset Management, LLC: AAPL position timeline

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

Covenant Asset Management, LLC held 80,430 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,430 shares
    Change vs previous 13F -2,751 shares

    4.14% of the 13F portfolio, value $23,273,327.

    13F-HR 0001697717-26-000006 filed by Covenant 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 83,181 shares
    Change vs previous 13F +2,802 shares

    4.33% of the 13F portfolio, value $21,110,561.

    13F-HR 0001697717-26-000004 filed by Covenant 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 80,379 shares
    Change vs previous 13F -2,705 shares

    4.21% of the 13F portfolio, value $21,851,857.

    13F-HR 0001697717-26-000002 filed by Covenant 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 83,084 shares
    Change vs previous 13F -3,857 shares

    3.99% of the 13F portfolio, value $21,155,664.

    13F-HR 0001697717-25-000012 filed by Covenant 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 86,941 shares
    Change vs previous 13F -5,769 shares

    3.67% of the 13F portfolio, value $17,837,641.

    13F-HR 0001697717-25-000007 filed by Covenant 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 92,710 shares
    Change vs previous 13F -717 shares

    5.18% of the 13F portfolio, value $20,593,587.

    13F-HR 0001697717-25-000005 filed by Covenant 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 93,427 shares
    Change vs previous 13F -8,795 shares

    5.19% of the 13F portfolio, value $23,395,982.

    13F-HR 0001697717-25-000002 filed by Covenant 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 102,222 shares
    Change vs previous 13F not available

    5.28% of the 13F portfolio, value $23,817,679.

    13F-HR 0001697717-24-000011 filed by Covenant Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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