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Disclosery

Naviter Wealth, LLC: AAPL position timeline

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

Naviter Wealth, LLC held 124,422 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,422 shares
    Change vs previous 13F +21,436 shares

    3.27% of the 13F portfolio, value $36,002,705.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 102,986 shares
    Change vs previous 13F +3,451 shares

    3.26% of the 13F portfolio, value $26,136,851.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 99,535 shares
    Change vs previous 13F -10,817 shares

    3.53% of the 13F portfolio, value $27,059,466.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 110,352 shares
    Change vs previous 13F +5,650 shares

    3.27% of the 13F portfolio, value $28,098,944.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 104,702 shares
    Change vs previous 13F -14,380 shares

    2.65% of the 13F portfolio, value $21,481,764.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 119,082 shares
    Change vs previous 13F -2,706 shares

    3.15% of the 13F portfolio, value $25,948,051.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 121,788 shares
    Change vs previous 13F +18,929 shares

    3.68% of the 13F portfolio, value $30,498,209.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 102,859 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $23,966,197.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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