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Optas, LLC: AAPL position timeline

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

Optas, LLC held 91,699 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,699 shares
    Change vs previous 13F +3,504 shares

    3.72% of the 13F portfolio, value $26,534,129.

    13F-HR 0001802961-26-000004 filed by Optas, 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 88,195 shares
    Change vs previous 13F +3,529 shares

    3.39% of the 13F portfolio, value $22,383,126.

    13F-HR 0001802961-26-000002 filed by Optas, 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 84,666 shares
    Change vs previous 13F +4,798 shares

    3.6% of the 13F portfolio, value $23,017,426.

    13F-HR 0001802961-26-000001 filed by Optas, 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 79,868 shares
    Change vs previous 13F +1,900 shares

    3.45% of the 13F portfolio, value $20,336,907.

    13F-HR 0001802961-25-000004 filed by Optas, 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 77,968 shares
    Change vs previous 13F +2,665 shares

    3.04% of the 13F portfolio, value $15,996,792.

    13F-HR 0001085146-25-004086 filed by Optas, 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 75,303 shares
    Change vs previous 13F -4,922 shares

    2.91% of the 13F portfolio, value $16,727,159.

    13F-HR 0001085146-25-002171 filed by Optas, 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 80,225 shares
    Change vs previous 13F +2,818 shares

    4.33% of the 13F portfolio, value $20,089,962.

    13F-HR 0001085146-25-000492 filed by Optas, 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 77,407 shares
    Change vs previous 13F not available

    4.15% of the 13F portfolio, value $18,035,986.

    13F-HR 0001085146-24-005208 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

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