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Private Wealth Partners, LLC: AAPL position timeline

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

Private Wealth Partners, LLC held 405,885 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 405,885 shares
    Change vs previous 13F -22,573 shares

    8.43% of the 13F portfolio, value $117,446,745.

    13F-HR 0001335851-26-000005 filed by Private Wealth Partners, 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 428,458 shares
    Change vs previous 13F -8,009 shares

    8.38% of the 13F portfolio, value $108,738,234.

    13F-HR 0001335851-26-000002 filed by Private Wealth Partners, 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 436,467 shares
    Change vs previous 13F -29,678 shares

    8.41% of the 13F portfolio, value $118,657,930.

    13F-HR 0001335851-26-000001 filed by Private Wealth Partners, 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 466,145 shares
    Change vs previous 13F -10,376 shares

    8.46% of the 13F portfolio, value $118,694,610.

    13F-HR 0001335851-25-000004 filed by Private Wealth Partners, 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 476,521 shares
    Change vs previous 13F -21,582 shares

    7.63% of the 13F portfolio, value $97,767,885.

    13F-HR 0001085146-25-004438 filed by Private Wealth Partners, 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 498,103 shares
    Change vs previous 13F -27,232 shares

    9.16% of the 13F portfolio, value $110,643,654.

    13F-HR 0001085146-25-002217 filed by Private Wealth Partners, 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 525,335 shares
    Change vs previous 13F -3,213 shares

    10.08% of the 13F portfolio, value $131,554,439.

    13F-HR 0001085146-25-000680 filed by Private Wealth Partners, 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 528,548 shares
    Change vs previous 13F not available

    9.81% of the 13F portfolio, value $123,151,625.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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