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Mattson Financial Services, LLC: AAPL position timeline

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

Mattson Financial Services, LLC held 40,151 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,151 shares
    Change vs previous 13F +146 shares

    2.8% of the 13F portfolio, value $13,380,762.

    13F-HR 0002034595-26-000003 filed by Mattson Financial Services, LLC
    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 40,005 shares
    Change vs previous 13F -1,176 shares

    2.42% of the 13F portfolio, value $10,152,891.

    13F-HR 0002034595-26-000002 filed by Mattson Financial Services, LLC
    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 41,181 shares
    Change vs previous 13F -98 shares

    2.61% of the 13F portfolio, value $11,195,417.

    13F-HR 0002034595-26-000001 filed by Mattson Financial Services, LLC
    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 41,279 shares
    Change vs previous 13F +1,001 shares

    2.51% of the 13F portfolio, value $10,510,990.

    13F-HR 0002034595-25-000007 filed by Mattson Financial Services, LLC
    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 40,278 shares
    Change vs previous 13F +3,123 shares

    2.23% of the 13F portfolio, value $8,263,927.

    13F-HR 0002034595-25-000003 filed by Mattson Financial Services, LLC
    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 37,155 shares
    Change vs previous 13F +2,200 shares

    2.48% of the 13F portfolio, value $8,253,333.

    13F-HR 0002034595-25-000002 filed by Mattson Financial Services, LLC
    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 34,955 shares
    Change vs previous 13F +188 shares

    2.59% of the 13F portfolio, value $8,144,602.

    13F-HR 0002034595-25-000001 filed by Mattson Financial Services, LLC
    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 34,767 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $7,322,700.

    13F-HR 0002034595-24-000002 filed by Mattson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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