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Disclosery

VANTAGE WEALTH: AAPL position timeline

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

VANTAGE WEALTH held 80,355 AAPL shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 80,355 shares
    Change vs previous 13F -1,255 shares

    4.72% of the 13F portfolio, value $21,845,310.

    13F-HR 0001172661-26-000188 filed by VANTAGE WEALTH
    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 81,610 shares
    Change vs previous 13F -1,109 shares

    4.52% of the 13F portfolio, value $20,780,354.

    13F-HR 0001172661-25-004278 filed by VANTAGE WEALTH
    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 82,719 shares
    Change vs previous 13F -3,562 shares

    3.85% of the 13F portfolio, value $16,971,457.

    13F-HR 0001172661-25-002565 filed by VANTAGE WEALTH
    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 86,281 shares
    Change vs previous 13F -900 shares

    4.33% of the 13F portfolio, value $19,165,599.

    13F-HR 0001569174-25-000005 filed by VANTAGE WEALTH
    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 87,181 shares
    Change vs previous 13F -7,912 shares

    4.7% of the 13F portfolio, value $21,831,866.

    13F-HR 0001569174-25-000002 filed by VANTAGE WEALTH
    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 95,093 shares
    Change vs previous 13F -7,297 shares

    4.79% of the 13F portfolio, value $22,156,669.

    13F-HR 0001569174-24-000007 filed by VANTAGE WEALTH
    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 102,390 shares
    Change vs previous 13F +835 shares

    4.97% of the 13F portfolio, value $21,565,382.

    13F-HR 0001569174-24-000006 filed by VANTAGE WEALTH
    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 101,555 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $17,414,651.

    13F-HR 0001569174-24-000005 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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