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Portside Wealth Group, LLC: AAPL position timeline

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

Portside Wealth Group, LLC held 56,306 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,306 shares
    Change vs previous 13F +2,860 shares

    1.9% of the 13F portfolio, value $16,292,583.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 53,446 shares
    Change vs previous 13F +10,339 shares

    1.84% of the 13F portfolio, value $13,564,026.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 43,107 shares
    Change vs previous 13F +5,493 shares

    1.59% of the 13F portfolio, value $11,719,054.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 37,614 shares
    Change vs previous 13F +3,519 shares

    1.33% of the 13F portfolio, value $9,577,559.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 34,095 shares
    Change vs previous 13F -18,509 shares

    1.04% of the 13F portfolio, value $6,995,241.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 52,604 shares
    Change vs previous 13F -11,716 shares

    1.91% of the 13F portfolio, value $11,685,004.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 64,320 shares
    Change vs previous 13F +1,800 shares

    2.67% of the 13F portfolio, value $16,107,078.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, LLC
    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 62,520 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $14,567,188.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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