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Richard W. Paul & Associates, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard W. Paul & Associates, LLC on AAPL, newest first. How the timeline and the estimate are built.

Richard W. Paul & Associates, LLC held 18,102 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,102 shares
    Change vs previous 13F -93 shares

    1.6% of the 13F portfolio, value $5,238,046.

    13F-HR 0001964203-26-000003 filed by Richard W. Paul & Associates, 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 18,195 shares
    Change vs previous 13F +59 shares

    1.55% of the 13F portfolio, value $4,617,597.

    13F-HR 0001964203-26-000002 filed by Richard W. Paul & Associates, 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 18,136 shares
    Change vs previous 13F -1,355 shares

    1.64% of the 13F portfolio, value $4,930,430.

    13F-HR 0001964203-26-000001 filed by Richard W. Paul & Associates, 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 19,491 shares
    Change vs previous 13F +745 shares

    1.69% of the 13F portfolio, value $4,963,060.

    13F-HR 0001964203-25-000005 filed by Richard W. Paul & Associates, 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 18,746 shares
    Change vs previous 13F +720 shares

    1.39% of the 13F portfolio, value $3,846,204.

    13F-HR 0001964203-25-000004 filed by Richard W. Paul & Associates, 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 18,026 shares
    Change vs previous 13F -4,881 shares

    1.57% of the 13F portfolio, value $4,004,030.

    13F-HR 0001964203-25-000002 filed by Richard W. Paul & Associates, 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 22,907 shares
    Change vs previous 13F +538 shares

    2.09% of the 13F portfolio, value $5,736,267.

    13F-HR 0001964203-25-000001 filed by Richard W. Paul & Associates, 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 22,369 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $5,211,898.

    13F-HR 0001964203-24-000004 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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