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Disclosery

Hilton Capital Management, LLC: AAPL position timeline

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

Hilton Capital Management, LLC held 101,580 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,580 shares
    Change vs previous 13F +1,075 shares

    2% of the 13F portfolio, value $29,393,125.

    13F-HR 0001172661-26-003054 filed by Hilton Capital Management, 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 100,505 shares
    Change vs previous 13F +1,430 shares

    1.93% of the 13F portfolio, value $25,507,361.

    13F-HR 0001172661-26-001990 filed by Hilton Capital Management, 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 99,075 shares
    Change vs previous 13F +250 shares

    2.03% of the 13F portfolio, value $26,934,638.

    13F-HR 0001172661-26-000671 filed by Hilton Capital Management, 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 98,825 shares
    Change vs previous 13F -23,551 shares

    2.04% of the 13F portfolio, value $25,163,890.

    13F-HR 0001172661-25-004728 filed by Hilton Capital Management, 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 122,376 shares
    Change vs previous 13F -5,064 shares

    2% of the 13F portfolio, value $25,107,933.

    13F-HR 0001172661-25-003438 filed by Hilton Capital Management, 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 127,440 shares
    Change vs previous 13F +4,975 shares

    2.41% of the 13F portfolio, value $28,308,349.

    13F-HR 0001172661-25-001740 filed by Hilton Capital Management, 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 122,465 shares
    Change vs previous 13F -13,252 shares

    2.65% of the 13F portfolio, value $30,667,772.

    13F-HR 0001172661-25-000595 filed by Hilton Capital Management, 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 135,717 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $31,622,143.

    13F-HR 0001839882-24-038450 filed by Hilton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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