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Disclosery

FORTERIS WEALTH MANAGEMENT INC.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORTERIS WEALTH MANAGEMENT INC. on AAPL, newest first. How the timeline and the estimate are built.

FORTERIS WEALTH MANAGEMENT INC. held 16,532 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,532 shares
    Change vs previous 13F -1,020 shares

    4.55% of the 13F portfolio, value $5,505,487.

    13F-HR 0002107238-26-000004 filed by FORTERIS WEALTH MANAGEMENT INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,552 shares
    Change vs previous 13F -275 shares

    4.15% of the 13F portfolio, value $5,078,847.

    13F-HR 0002107238-26-000003 filed by FORTERIS WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 17,827 shares
    Change vs previous 13F -720 shares

    4.33% of the 13F portfolio, value $4,524,314.

    13F-HR 0002107238-26-000002 filed by FORTERIS WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 18,547 shares
    Change vs previous 13F not available

    4.96% of the 13F portfolio, value $5,042,187.

    13F-HR 0002107238-26-000001 filed by FORTERIS WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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