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Keudell/Morrison Wealth Management: AAPL position timeline

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

Keudell/Morrison Wealth Management held 66,958 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,958 shares
    Change vs previous 13F +215 shares

    3.66% of the 13F portfolio, value $19,374,849.

    13F-HR 0002085853-26-000737 filed by Keudell/Morrison 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 66,743 shares
    Change vs previous 13F +1,168 shares

    3.46% of the 13F portfolio, value $16,938,599.

    13F-HR 0002085853-26-000412 filed by Keudell/Morrison 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 65,575 shares
    Change vs previous 13F -1,122 shares

    3.75% of the 13F portfolio, value $17,827,107.

    13F-HR 0002085853-26-000218 filed by Keudell/Morrison 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 ended2025-06-30
    13F 66,697 shares
    Change vs previous 13F -2,990 shares

    3.04% of the 13F portfolio, value $13,684,131.

    13F-HR 0001667731-25-000921 filed by Keudell/Morrison 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 ended2025-03-31
    13F 69,687 shares
    Change vs previous 13F -696 shares

    3.65% of the 13F portfolio, value $15,479,468.

    13F-HR 0001667731-25-000495 filed by Keudell/Morrison 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 ended2024-12-31
    13F 70,383 shares
    Change vs previous 13F +36 shares

    4.59% of the 13F portfolio, value $17,625,433.

    13F-HR 0001667731-25-000109 filed by Keudell/Morrison 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 ended2024-09-30
    13F 70,347 shares
    Change vs previous 13F not available

    4.45% of the 13F portfolio, value $16,390,953.

    13F-HR 0001785498-24-000004 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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