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HEADINVEST, LLC: AAPL position timeline

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

HEADINVEST, LLC held 36,593 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,593 shares
    Change vs previous 13F +10,573 shares

    1.97% of the 13F portfolio, value $10,588,641.

    13F-HR 0001172661-26-003536 filed by HEADINVEST, 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 26,020 shares
    Change vs previous 13F -2,287 shares

    1.35% of the 13F portfolio, value $6,603,685.

    13F-HR 0001172661-26-002251 filed by HEADINVEST, 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 28,307 shares
    Change vs previous 13F +5,688 shares

    1.53% of the 13F portfolio, value $7,695,604.

    13F-HR 0001172661-26-000431 filed by HEADINVEST, 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 22,619 shares
    Change vs previous 13F -4,592 shares

    1.19% of the 13F portfolio, value $5,759,521.

    13F-HR 0001172661-25-004982 filed by HEADINVEST, 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 27,211 shares
    Change vs previous 13F -8,515 shares

    1.19% of the 13F portfolio, value $5,582,905.

    13F-HR 0001172661-25-003356 filed by HEADINVEST, 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 35,726 shares
    Change vs previous 13F -2,488 shares

    1.54% of the 13F portfolio, value $7,935,827.

    13F-HR 0001172661-25-001993 filed by HEADINVEST, 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 38,214 shares
    Change vs previous 13F +409 shares

    1.81% of the 13F portfolio, value $9,569,546.

    13F-HR 0001172661-25-001323 filed by HEADINVEST, 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 37,805 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $8,808,543.

    13F-HR 0001172661-24-005343 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

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