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Disclosery

Lipe & Dalton: AAPL position timeline

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

Lipe & Dalton held 64,456 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 64,456 shares
    Change vs previous 13F -1,123 shares

    8.67% of the 13F portfolio, value $18,651,000.

    13F-HR 0001570396-26-000006 filed by Lipe & Dalton
    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 65,579 shares
    Change vs previous 13F -1,332 shares

    8.71% of the 13F portfolio, value $16,643,000.

    13F-HR 0001570396-26-000005 filed by Lipe & Dalton
    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 66,911 shares
    Change vs previous 13F -2,482 shares

    8.99% of the 13F portfolio, value $18,190,000.

    13F-HR 0001570396-26-000003 filed by Lipe & Dalton
    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 69,393 shares
    Change vs previous 13F -637 shares

    8.75% of the 13F portfolio, value $17,670,000.

    13F-HR 0001570396-26-000004 filed by Lipe & Dalton
    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 70,030 shares
    Change vs previous 13F -1,968 shares

    7.76% of the 13F portfolio, value $14,368,000.

    13F-HR 0001570396-25-000003 filed by Lipe & Dalton
    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 71,998 shares
    Change vs previous 13F -3,107 shares

    8.95% of the 13F portfolio, value $15,993,000.

    13F-HR 0001570396-25-000002 filed by Lipe & Dalton
    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 75,105 shares
    Change vs previous 13F -1,528 shares

    9.98% of the 13F portfolio, value $18,808,000.

    13F-HR 0001570396-25-000001 filed by Lipe & Dalton
    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 76,633 shares
    Change vs previous 13F not available

    9.02% of the 13F portfolio, value $17,855,000.

    13F-HR 0001570396-24-000004 filed by Lipe & Dalton
    Filed (acceptance time not in the bulk data set), ingested

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