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Disclosery

Everest Private Wealth: AAPL position timeline

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

Everest Private Wealth held 26,528 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,528 shares
    Change vs previous 13F +5,133 shares

    2.86% of the 13F portfolio, value $7,676,195.

    13F-HR 0001951757-26-001148 filed by Everest Private Wealth
    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 21,395 shares
    Change vs previous 13F +9,303 shares

    2.75% of the 13F portfolio, value $5,429,883.

    13F-HR 0001951757-26-000786 filed by Everest Private Wealth
    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 12,092 shares
    Change vs previous 13F -5,193 shares

    1.83% of the 13F portfolio, value $3,287,381.

    13F-HR 0001951757-26-000332 filed by Everest Private Wealth
    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 17,285 shares
    Change vs previous 13F +466 shares

    2.81% of the 13F portfolio, value $4,401,196.

    13F-HR 0001951757-25-001285 filed by Everest Private Wealth
    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 16,819 shares
    Change vs previous 13F +5,447 shares

    2.48% of the 13F portfolio, value $3,450,687.

    13F-HR 0001951757-25-001023 filed by Everest Private Wealth
    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 11,372 shares
    Change vs previous 13F +1,250 shares

    2.3% of the 13F portfolio, value $2,525,990.

    13F-HR 0001951757-25-000351 filed by Everest Private Wealth
    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 10,122 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $2,534,669.

    13F-HR 0001951757-25-000260 filed by Everest Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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