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Heritage Family Offices, LLP: AAPL position timeline

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

Heritage Family Offices, LLP held 24,145 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,145 shares
    Change vs previous 13F +2,203 shares

    2.7% of the 13F portfolio, value $6,986,747.

    13F-HR 0002019316-26-000005 filed by Heritage Family Offices, LLP
    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 21,942 shares
    Change vs previous 13F +5,327 shares

    2.47% of the 13F portfolio, value $5,568,727.

    13F-HR 0002019316-26-000002 filed by Heritage Family Offices, LLP
    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 16,615 shares
    Change vs previous 13F -404 shares

    2.05% of the 13F portfolio, value $4,516,989.

    13F-HR 0002019316-26-000001 filed by Heritage Family Offices, LLP
    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 17,019 shares
    Change vs previous 13F -1,456 shares

    2.02% of the 13F portfolio, value $4,333,537.

    13F-HR 0002019316-25-000006 filed by Heritage Family Offices, LLP
    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 18,475 shares
    Change vs previous 13F 0 shares

    2.04% of the 13F portfolio, value $4,025,818.

    13F-HR 0002019316-25-000003 filed by Heritage Family Offices, LLP
    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 18,475 shares
    Change vs previous 13F +908 shares

    2.1% of the 13F portfolio, value $4,103,964.

    13F-HR 0002019316-25-000002 filed by Heritage Family Offices, LLP
    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 17,567 shares
    Change vs previous 13F +2,483 shares

    2.2% of the 13F portfolio, value $4,399,191.

    13F-HR 0002019316-25-000001 filed by Heritage Family Offices, LLP
    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 15,084 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $3,514,586.

    13F-HR 0002019316-24-000002 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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