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Portus Wealth Advisors, LLC: AAPL position timeline

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

Portus Wealth Advisors, LLC held 10,819 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,819 shares
    Change vs previous 13F -837 shares

    2.96% of the 13F portfolio, value $3,602,955.

    13F-HR 0002097516-26-000007 filed by Portus Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,656 shares
    Change vs previous 13F +339 shares

    2.78% of the 13F portfolio, value $3,372,907.

    13F-HR 0002097516-26-000006 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,317 shares
    Change vs previous 13F -902 shares

    2.7% of the 13F portfolio, value $2,872,044.

    13F-HR 0002097516-26-000005 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,219 shares
    Change vs previous 13F +506 shares

    3.13% of the 13F portfolio, value $3,321,796.

    13F-HR 0002097516-26-000001 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,713 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $2,982,489.

    13F-HR 0002097516-25-000002 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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