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Disclosery

Lyons Wealth Management, LLC.: AAPL position timeline

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

Lyons Wealth Management, LLC. held 38,962 AAPL shares at 2019-12-31 per its 13F-HR filed 2020-02-13.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 38,962 shares
    Change vs previous 13F +2,500 shares

    33.51% of the 13F portfolio, value $11,441,000.

    13F-HR 0001085146-20-000626 filed by Lyons Wealth 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 ended2019-09-30
    13F 36,462 shares
    Change vs previous 13F -2,695 shares

    21.25% of the 13F portfolio, value $8,166,000.

    13F-HR 0001085146-19-002825 filed by Lyons Wealth 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 ended2019-06-30
    13F 39,157 shares
    Change vs previous 13F +39,157 shares

    18.51% of the 13F portfolio, value $7,750,000.

    13F-HR 0001085146-19-002261 filed by Lyons Wealth 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 ended2019-03-31
    13F 0 shares
    Change vs previous 13F -4,026 shares

    13F-HR 0001085146-19-001520 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2018-12-31
    13F 4,026 shares
    Change vs previous 13F -536 shares

    2.13% of the 13F portfolio, value $635,000.

    13F-HR 0001085146-19-000507 filed by Lyons Wealth 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 ended2018-09-30
    13F 4,562 shares
    Change vs previous 13F -111,775 shares

    2.08% of the 13F portfolio, value $1,029,000.

    13F-HR 0001085146-18-002561 filed by Lyons Wealth 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 ended2018-06-30
    13F 116,337 shares
    Change vs previous 13F +1,218 shares

    31.06% of the 13F portfolio, value $21,536,000.

    13F-HR 0001085146-18-002014 filed by Lyons Wealth 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 ended2018-03-31
    13F 115,119 shares
    Change vs previous 13F not available

    29.42% of the 13F portfolio, value $19,314,000.

    13F-HR 0001085146-18-001267 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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