Skip to content
Disclosery

QTR Family Wealth, LLC: AAPL position timeline

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

QTR Family Wealth, LLC held 36,376 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 36,376 shares
    Change vs previous 13F +2,599 shares

    3.67% of the 13F portfolio, value $10,525,764.

    13F-HR 0002067954-26-000003 filed by QTR 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 33,777 shares
    Change vs previous 13F -1,027 shares

    3.64% of the 13F portfolio, value $8,742,427.

    13F-HR 0002067954-26-000002 filed by QTR 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 34,804 shares
    Change vs previous 13F +1,521 shares

    4.19% of the 13F portfolio, value $9,525,156.

    13F-HR 0002067954-26-000001 filed by QTR 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 33,283 shares
    Change vs previous 13F +3,178 shares

    4.02% of the 13F portfolio, value $8,474,844.

    13F-HR 0002067954-25-000004 filed by QTR 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 30,105 shares
    Change vs previous 13F +3,172 shares

    3.83% of the 13F portfolio, value $6,176,619.

    13F-HR 0002067954-25-000002 filed by QTR 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 26,933 shares
    Change vs previous 13F not available

    4.51% of the 13F portfolio, value $5,982,715.

    13F-HR 0002067954-25-000001 filed by QTR Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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