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Disclosery

Nvest Financial, LLC: AAPL position timeline

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

Nvest Financial, LLC held 42,290 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,290 shares
    Change vs previous 13F -3,541 shares

    3.87% of the 13F portfolio, value $12,237,133.

    13F-HR 0001951757-26-001090 filed by Nvest Financial, 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 45,831 shares
    Change vs previous 13F +985 shares

    4.33% of the 13F portfolio, value $11,631,488.

    13F-HR 0001951757-26-000748 filed by Nvest Financial, 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 44,846 shares
    Change vs previous 13F +13,106 shares

    5.07% of the 13F portfolio, value $12,191,940.

    13F-HR 0001951757-26-000418 filed by Nvest Financial, 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 31,740 shares
    Change vs previous 13F -6,510 shares

    4.64% of the 13F portfolio, value $8,082,043.

    13F-HR 0001951757-25-001414 filed by Nvest Financial, 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 38,250 shares
    Change vs previous 13F +3,465 shares

    4.09% of the 13F portfolio, value $7,847,839.

    13F-HR 0001085146-25-004208 filed by Nvest Financial, 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 34,785 shares
    Change vs previous 13F -706 shares

    4.14% of the 13F portfolio, value $7,726,865.

    13F-HR 0001085146-25-002281 filed by Nvest Financial, 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 35,491 shares
    Change vs previous 13F +1,943 shares

    4.51% of the 13F portfolio, value $8,887,732.

    13F-HR 0001085146-25-000413 filed by Nvest Financial, 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 33,548 shares
    Change vs previous 13F not available

    4.46% of the 13F portfolio, value $7,816,726.

    13F-HR 0001085146-24-004757 filed by Nvest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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