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Spectrum Asset Management, Inc. (NB/CA): AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spectrum Asset Management, Inc. (NB/CA) on AAPL, newest first. How the timeline and the estimate are built.

Spectrum Asset Management, Inc. (NB/CA) held 6,103 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 6,103 shares
    Change vs previous 13F +1,361 shares

    0.49% of the 13F portfolio, value $1,765,905.

    13F-HR 0001632078-26-000009 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 4,742 shares
    Change vs previous 13F +475 shares

    0.38% of the 13F portfolio, value $1,203,593.

    13F-HR 0001632078-26-000005 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 4,267 shares
    Change vs previous 13F -43 shares

    0.39% of the 13F portfolio, value $1,160,065.

    13F-HR 0001632078-26-000003 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 4,310 shares
    Change vs previous 13F +57 shares

    0.39% of the 13F portfolio, value $1,097,406.

    13F-HR 0001632078-25-000015 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 4,253 shares
    Change vs previous 13F -30 shares

    0.38% of the 13F portfolio, value $872,673.

    13F-HR 0001632078-25-000008 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 4,283 shares
    Change vs previous 13F -73 shares

    0.42% of the 13F portfolio, value $951,380.

    13F-HR 0001632078-25-000004 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 4,356 shares
    Change vs previous 13F -13 shares

    0.49% of the 13F portfolio, value $1,090,735.

    13F-HR 0001632078-25-000002 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 4,369 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,018,081.

    13F-HR 0001632078-24-000010 filed by Spectrum Asset Management, Inc. (NB/CA)
    Filed (acceptance time not in the bulk data set), ingested

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