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Disclosery

Haven Capital Group, Inc.: AAPL position timeline

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

Haven Capital Group, Inc. held 40,976 AAPL shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 40,976 shares
    Change vs previous 13F +124 shares

    9.52% of the 13F portfolio, value $11,856,815.

    13F-HR/A 0001754960-26-000772 filed by Haven Capital Group, 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 40,852 shares
    Change vs previous 13F -45 shares

    9.62% of the 13F portfolio, value $10,367,829.

    13F-HR 0001754960-26-000279 filed by Haven Capital Group, 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 40,897 shares
    Change vs previous 13F -4,539 shares

    10.43% of the 13F portfolio, value $11,118,000.

    13F-HR 0001754960-26-000065 filed by Haven Capital Group, 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 45,436 shares
    Change vs previous 13F -920 shares

    10.3% of the 13F portfolio, value $11,569,000.

    13F-HR 0001754960-25-000772 filed by Haven Capital Group, 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 46,356 shares
    Change vs previous 13F -926 shares

    8.38% of the 13F portfolio, value $9,511,000.

    13F-HR 0001754960-25-000606 filed by Haven Capital Group, 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 47,282 shares
    Change vs previous 13F +415 shares

    11.57% of the 13F portfolio, value $10,503,000.

    13F-HR 0001754960-25-000304 filed by Haven Capital Group, 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 46,867 shares
    Change vs previous 13F not available

    11.03% of the 13F portfolio, value $11,736,434.

    13F-HR 0001754960-25-000118 filed by Haven Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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