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Disclosery

InvesTrust: AAPL position timeline

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

InvesTrust held 25,406 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,406 shares
    Change vs previous 13F -671 shares

    2.83% of the 13F portfolio, value $7,351,480.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 26,077 shares
    Change vs previous 13F -508 shares

    2.78% of the 13F portfolio, value $6,618,081.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 26,585 shares
    Change vs previous 13F -2,106 shares

    2.79% of the 13F portfolio, value $7,227,398.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 28,691 shares
    Change vs previous 13F -365 shares

    2.68% of the 13F portfolio, value $7,305,589.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 29,056 shares
    Change vs previous 13F -13,740 shares

    2.3% of the 13F portfolio, value $5,961,420.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 42,796 shares
    Change vs previous 13F -448 shares

    2.6% of the 13F portfolio, value $9,506,275.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 43,244 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $10,876,539.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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