DAVIS-REA LTD.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVIS-REA LTD. on AAPL, newest first. How the timeline and the estimate are built.

DAVIS-REA LTD. held 26,214 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 26,214 shares
Change vs previous 13F +4,652 shares
2.16% of the 13F portfolio, value $7,585,283.
13F-HR 0001193125-26-331710 filed by DAVIS-REA LTD.
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 21,562 shares
Change vs previous 13F +318 shares
1.43% of the 13F portfolio, value $5,472,220.
13F-HR 0001193125-26-194528 filed by DAVIS-REA LTD.
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 21,244 shares
Change vs previous 13F -530 shares
1.45% of the 13F portfolio, value $5,775,394.
13F-HR 0001193125-26-027172 filed by DAVIS-REA LTD.
Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 21,774 shares
Change vs previous 13F -40,173 shares
1.35% of the 13F portfolio, value $5,544,314.
13F-HR 0001193125-25-252871 filed by DAVIS-REA LTD.
Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 61,947 shares
Change vs previous 13F +39,666 shares
3.16% of the 13F portfolio, value $12,709,666.
13F-HR 0000950123-25-006585 filed by DAVIS-REA LTD.
Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 22,281 shares
Change vs previous 13F not available
1.32% of the 13F portfolio, value $4,949,279.
13F-HR 0000950123-25-004101 filed by DAVIS-REA LTD.
Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).