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Financial Perspectives, Inc: AAPL position timeline

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

Financial Perspectives, Inc held 64,612 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,612 shares
    Change vs previous 13F -918 shares

    4.55% of the 13F portfolio, value $18,696,038.

    13F-HR 0002003287-26-000003 filed by Financial Perspectives, 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 65,530 shares
    Change vs previous 13F +1,640 shares

    4.64% of the 13F portfolio, value $16,630,860.

    13F-HR 0002003287-26-000002 filed by Financial Perspectives, 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 63,890 shares
    Change vs previous 13F -78 shares

    4.68% of the 13F portfolio, value $17,369,185.

    13F-HR 0002003287-26-000001 filed by Financial Perspectives, 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 63,968 shares
    Change vs previous 13F -1,074 shares

    4.52% of the 13F portfolio, value $16,288,278.

    13F-HR 0002003287-25-000006 filed by Financial Perspectives, 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 65,042 shares
    Change vs previous 13F +1,335 shares

    4.03% of the 13F portfolio, value $13,344,725.

    13F-HR 0002003287-25-000004 filed by Financial Perspectives, 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 63,707 shares
    Change vs previous 13F -936 shares

    4.85% of the 13F portfolio, value $14,154,854.

    13F-HR 0002003287-25-000003 filed by Financial Perspectives, 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 64,643 shares
    Change vs previous 13F +536 shares

    5.44% of the 13F portfolio, value $16,187,900.

    13F-HR 0002003287-25-000001 filed by Financial Perspectives, 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 64,107 shares
    Change vs previous 13F not available

    5.18% of the 13F portfolio, value $14,936,912.

    13F-HR 0002003287-24-000021 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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