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MERITAGE PORTFOLIO MANAGEMENT: AAPL position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 328,546 AAPL shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 328,546 shares
    Change vs previous 13F -6,121 shares

    5.93% of the 13F portfolio, value $89,318,564.

    13F-HR 0000881432-26-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 334,667 shares
    Change vs previous 13F -73,676 shares

    5.68% of the 13F portfolio, value $85,216,279.

    13F-HR 0000881432-25-000015 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 408,343 shares
    Change vs previous 13F -19,490 shares

    5.3% of the 13F portfolio, value $83,779,812.

    13F-HR 0000881432-25-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 427,833 shares
    Change vs previous 13F -8,097 shares

    6.3% of the 13F portfolio, value $95,034,528.

    13F-HR 0000881432-25-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 435,930 shares
    Change vs previous 13F -39,320 shares

    6.77% of the 13F portfolio, value $109,165,589.

    13F-HR 0000881432-25-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 475,250 shares
    Change vs previous 13F -3,859 shares

    6.78% of the 13F portfolio, value $110,733,000.

    13F-HR 0000881432-24-000018 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 479,109 shares
    Change vs previous 13F -7,016 shares

    6.37% of the 13F portfolio, value $100,910,000.

    13F-HR 0000881432-24-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 486,125 shares
    Change vs previous 13F not available

    5.31% of the 13F portfolio, value $83,361,000.

    13F-HR 0000881432-24-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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