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Petros Family Wealth, LLC: AAPL position timeline

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

Petros Family Wealth, LLC held 27,263 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 27,263 shares
    Change vs previous 13F +608 shares

    4.83% of the 13F portfolio, value $7,888,749.

    13F-HR 0002004963-26-000003 filed by Petros Family 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 ended2026-03-31
    13F 26,655 shares
    Change vs previous 13F -4,636 shares

    4.82% of the 13F portfolio, value $6,764,710.

    13F-HR 0002004963-26-000002 filed by Petros Family 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 ended2025-12-31
    13F 31,291 shares
    Change vs previous 13F +9,138 shares

    5.66% of the 13F portfolio, value $8,506,546.

    13F-HR 0002004963-26-000001 filed by Petros Family 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 ended2025-09-30
    13F 22,153 shares
    Change vs previous 13F -235 shares

    4.72% of the 13F portfolio, value $5,640,717.

    13F-HR 0002004963-25-000006 filed by Petros Family 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 ended2025-06-30
    13F 22,388 shares
    Change vs previous 13F -219 shares

    4.2% of the 13F portfolio, value $4,593,221.

    13F-HR 0002004963-25-000005 filed by Petros Family 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 ended2025-03-31
    13F 22,607 shares
    Change vs previous 13F +24 shares

    5.56% of the 13F portfolio, value $5,021,706.

    13F-HR 0002004963-25-000002 filed by Petros Family 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 ended2024-12-31
    13F 22,583 shares
    Change vs previous 13F not available

    6.11% of the 13F portfolio, value $5,655,205.

    13F-HR 0002004963-25-000001 filed by Petros Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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