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Disclosery

MA Private Wealth: AAPL position timeline

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

MA Private Wealth held 16,564 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,564 shares
    Change vs previous 13F -1,749 shares

    0.71% of the 13F portfolio, value $4,792,959.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 18,313 shares
    Change vs previous 13F +1,232 shares

    0.79% of the 13F portfolio, value $4,647,685.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 17,081 shares
    Change vs previous 13F -170 shares

    0.77% of the 13F portfolio, value $4,643,672.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 17,251 shares
    Change vs previous 13F -130 shares

    0.74% of the 13F portfolio, value $4,392,622.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 17,381 shares
    Change vs previous 13F +78 shares

    0.64% of the 13F portfolio, value $3,566,063.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 17,303 shares
    Change vs previous 13F +3,159 shares

    0.72% of the 13F portfolio, value $3,843,518.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 14,144 shares
    Change vs previous 13F +364 shares

    0.66% of the 13F portfolio, value $3,542,019.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 13,780 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $3,210,793.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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