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Heirloom Wealth Management: AAPL position timeline

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

Heirloom Wealth Management held 62,447 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,447 shares
    Change vs previous 13F +7,408 shares

    2.62% of the 13F portfolio, value $18,069,741.

    13F-HR 0001882903-26-000004 filed by Heirloom Wealth Management
    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 55,039 shares
    Change vs previous 13F +8,361 shares

    2.52% of the 13F portfolio, value $13,968,278.

    13F-HR 0001882903-26-000003 filed by Heirloom Wealth Management
    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 46,678 shares
    Change vs previous 13F +479 shares

    2.93% of the 13F portfolio, value $12,689,860.

    13F-HR 0001882903-26-000002 filed by Heirloom Wealth Management
    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 46,199 shares
    Change vs previous 13F +699 shares

    2.84% of the 13F portfolio, value $11,763,639.

    13F-HR 0001882903-25-000007 filed by Heirloom Wealth Management
    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 45,500 shares
    Change vs previous 13F +84 shares

    2.46% of the 13F portfolio, value $9,335,218.

    13F-HR 0001882903-25-000004 filed by Heirloom Wealth Management
    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 45,416 shares
    Change vs previous 13F +1,575 shares

    2.89% of the 13F portfolio, value $10,088,236.

    13F-HR 0001882903-25-000003 filed by Heirloom Wealth Management
    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 43,841 shares
    Change vs previous 13F +2,569 shares

    3.29% of the 13F portfolio, value $10,978,673.

    13F-HR 0001882903-25-000002 filed by Heirloom Wealth Management
    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 41,272 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $9,616,461.

    13F-HR 0001882903-24-000006 filed by Heirloom Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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