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MCDONALD PARTNERS LLC: AAPL position timeline

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

MCDONALD PARTNERS LLC held 46,343 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 46,343 shares
    Change vs previous 13F -14,135 shares

    3.26% of the 13F portfolio, value $13,409,670.

    13F-HR 0001331074-26-000004 filed by MCDONALD PARTNERS 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 60,478 shares
    Change vs previous 13F +17,673 shares

    3.62% of the 13F portfolio, value $15,348,789.

    13F-HR 0001172661-26-002252 filed by MCDONALD PARTNERS 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 42,805 shares
    Change vs previous 13F -4,130 shares

    3.67% of the 13F portfolio, value $11,637,259.

    13F-HR 0001172661-26-000422 filed by MCDONALD PARTNERS 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 46,935 shares
    Change vs previous 13F -21,386 shares

    3.57% of the 13F portfolio, value $11,952,749.

    13F-HR 0001172661-25-004722 filed by MCDONALD PARTNERS 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 68,321 shares
    Change vs previous 13F -6,660 shares

    3.37% of the 13F portfolio, value $14,030,533.

    13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS 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 74,981 shares
    Change vs previous 13F -3,319 shares

    4.34% of the 13F portfolio, value $16,670,111.

    13F-HR 0001172661-25-002211 filed by MCDONALD PARTNERS 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 78,300 shares
    Change vs previous 13F -831 shares

    5.01% of the 13F portfolio, value $19,608,021.

    13F-HR 0001172661-25-000454 filed by MCDONALD PARTNERS 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 79,131 shares
    Change vs previous 13F not available

    4.61% of the 13F portfolio, value $18,437,620.

    13F-HR 0001172661-24-004254 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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