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Evergreen Private Wealth LLC: AAPL position timeline

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

Evergreen Private Wealth LLC held 24,424 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,424 shares
    Change vs previous 13F +275 shares

    2.61% of the 13F portfolio, value $7,067,423.

    13F-HR 0002010098-26-000004 filed by Evergreen Private Wealth 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 24,149 shares
    Change vs previous 13F -311 shares

    2.48% of the 13F portfolio, value $6,128,753.

    13F-HR 0002010098-26-000003 filed by Evergreen Private Wealth 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 24,460 shares
    Change vs previous 13F -3,223 shares

    2.62% of the 13F portfolio, value $6,649,640.

    13F-HR 0002010098-26-000001 filed by Evergreen Private Wealth 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 27,683 shares
    Change vs previous 13F +886 shares

    2.86% of the 13F portfolio, value $7,048,958.

    13F-HR 0002010098-25-000008 filed by Evergreen Private Wealth 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 26,797 shares
    Change vs previous 13F +1,218 shares

    2.3% of the 13F portfolio, value $5,497,957.

    13F-HR 0002010098-25-000004 filed by Evergreen Private Wealth 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 25,579 shares
    Change vs previous 13F +40 shares

    2.66% of the 13F portfolio, value $5,681,905.

    13F-HR 0002010098-25-000003 filed by Evergreen Private Wealth 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 25,539 shares
    Change vs previous 13F -262 shares

    3% of the 13F portfolio, value $6,395,525.

    13F-HR 0002010098-25-000002 filed by Evergreen Private Wealth 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 25,801 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $6,011,525.

    13F-HR 0002010098-24-000006 filed by Evergreen Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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