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Disclosery

Peninsula Wealth, LLC: AAPL position timeline

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

Peninsula Wealth, LLC held 52,830 AAPL shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 52,830 shares
    Change vs previous 13F +817 shares

    2.26% of the 13F portfolio, value $13,229,772.

    13F-HR 0001085146-25-001267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 52,013 shares
    Change vs previous 13F +765 shares

    2.11% of the 13F portfolio, value $12,055,491.

    13F-HR 0001085146-24-005724 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 51,248 shares
    Change vs previous 13F +261 shares

    2.21% of the 13F portfolio, value $11,814,705.

    13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F/A 50,987 shares
    Change vs previous 13F -9,324 shares

    1.74% of the 13F portfolio, value $8,743,305.

    13F-HR/A 0001085146-24-002680 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 60,311 shares
    Change vs previous 13F -952 shares

    2.4% of the 13F portfolio, value $11,611,665.

    13F-HR 0001085146-24-001393 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 61,263 shares
    Change vs previous 13F -2,392 shares

    2.48% of the 13F portfolio, value $10,598,480.

    13F-HR 0001085146-23-004267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 63,655 shares
    Change vs previous 13F +527 shares

    3.23% of the 13F portfolio, value $12,347,256.

    13F-HR 0001085146-23-003449 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 63,128 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $10,409,803.

    13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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