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Putney Financial Group LLC: AAPL position timeline

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

Putney Financial Group LLC held 82,911 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,911 shares
    Change vs previous 13F -1,412 shares

    21.6% of the 13F portfolio, value $23,991,104.

    13F-HR 0002056907-26-000003 filed by Putney Financial 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 84,323 shares
    Change vs previous 13F -8,611 shares

    21.56% of the 13F portfolio, value $21,400,274.

    13F-HR 0002056907-26-000002 filed by Putney Financial 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 92,934 shares
    Change vs previous 13F -2,295 shares

    23.62% of the 13F portfolio, value $25,264,923.

    13F-HR 0002056907-26-000001 filed by Putney Financial 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 95,229 shares
    Change vs previous 13F -4,053 shares

    24.05% of the 13F portfolio, value $24,248,262.

    13F-HR 0002056907-25-000006 filed by Putney Financial 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/A 99,282 shares
    Change vs previous 13F -6,852 shares

    20.57% of the 13F portfolio, value $20,369,725.

    13F-HR/A 0002056907-25-000004 filed by Putney Financial 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 106,134 shares
    Change vs previous 13F -3,487 shares

    24.8% of the 13F portfolio, value $23,575,517.

    13F-HR 0002056907-25-000002 filed by Putney Financial 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 109,621 shares
    Change vs previous 13F not available

    24.45% of the 13F portfolio, value $27,451,190.

    13F-HR 0002056907-25-000001 filed by Putney Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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