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Palisades Hudson Asset Management, L.P.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Palisades Hudson Asset Management, L.P. on AAPL, newest first. How the timeline and the estimate are built.

Palisades Hudson Asset Management, L.P. held 17,646 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 17,646 shares
    Change vs previous 13F -88 shares

    1.79% of the 13F portfolio, value $5,107,000.

    13F-HR 0001388443-26-000007 filed by Palisades Hudson Asset Management, L.P.
    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 17,734 shares
    Change vs previous 13F -87 shares

    1.75% of the 13F portfolio, value $4,501,000.

    13F-HR 0001388443-26-000004 filed by Palisades Hudson Asset Management, L.P.
    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 17,821 shares
    Change vs previous 13F -640 shares

    1.88% of the 13F portfolio, value $4,845,000.

    13F-HR 0001388443-26-000001 filed by Palisades Hudson Asset Management, L.P.
    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 18,461 shares
    Change vs previous 13F -850 shares

    1.7% of the 13F portfolio, value $4,700,000.

    13F-HR 0001388443-25-000008 filed by Palisades Hudson Asset Management, L.P.
    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 19,311 shares
    Change vs previous 13F -1,301 shares

    1.55% of the 13F portfolio, value $3,963,000.

    13F-HR 0001388443-25-000005 filed by Palisades Hudson Asset Management, L.P.
    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 20,612 shares
    Change vs previous 13F -637 shares

    2.08% of the 13F portfolio, value $4,578,000.

    13F-HR 0001388443-25-000004 filed by Palisades Hudson Asset Management, L.P.
    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 21,249 shares
    Change vs previous 13F -860 shares

    2.24% of the 13F portfolio, value $5,321,000.

    13F-HR 0001388443-25-000001 filed by Palisades Hudson Asset Management, L.P.
    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 22,109 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $5,151,000.

    13F-HR 0001388443-24-000006 filed by Palisades Hudson Asset Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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