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Disclosery

Peterson Wealth Services: AAPL position timeline

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

Peterson Wealth Services held 93,355 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,355 shares
    Change vs previous 13F -52 shares

    5.89% of the 13F portfolio, value $27,013,074.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 93,407 shares
    Change vs previous 13F +496 shares

    5.86% of the 13F portfolio, value $23,705,817.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 92,911 shares
    Change vs previous 13F +91,786 shares

    6.46% of the 13F portfolio, value $25,258,637.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 1,125 shares
    Change vs previous 13F -96,263 shares

    6.66% of the 13F portfolio, value $24,089,691.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 97,388 shares
    Change vs previous 13F -2,555 shares

    5.47% of the 13F portfolio, value $19,981,131.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 99,943 shares
    Change vs previous 13F +1,896 shares

    6.88% of the 13F portfolio, value $22,200,420.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 98,047 shares
    Change vs previous 13F -747 shares

    7.37% of the 13F portfolio, value $24,552,880.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    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 98,794 shares
    Change vs previous 13F not available

    7.35% of the 13F portfolio, value $23,018,929.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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