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Newton One Investments LLC: AAPL position timeline

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

Newton One Investments LLC held 10,504 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,504 shares
    Change vs previous 13F +52 shares

    0.89% of the 13F portfolio, value $3,498,044.

    13F-HR 0001842787-26-000007 filed by Newton One Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,452 shares
    Change vs previous 13F +249 shares

    0.76% of the 13F portfolio, value $3,024,517.

    13F-HR 0001842787-26-000005 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,203 shares
    Change vs previous 13F +9 shares

    0.7% of the 13F portfolio, value $2,589,497.

    13F-HR 0001842787-26-000003 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,194 shares
    Change vs previous 13F +220 shares

    0.82% of the 13F portfolio, value $2,771,237.

    13F-HR 0001842787-26-000001 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,974 shares
    Change vs previous 13F +11 shares

    0.75% of the 13F portfolio, value $2,539,662.

    13F-HR 0001842787-25-000009 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,963 shares
    Change vs previous 13F -471 shares

    0.64% of the 13F portfolio, value $2,044,083.

    13F-HR 0001842787-25-000007 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,434 shares
    Change vs previous 13F +11 shares

    0.83% of the 13F portfolio, value $2,317,652.

    13F-HR 0001842787-25-000006 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,423 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,610,086.

    13F-HR 0001842787-25-000001 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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