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Disclosery

SVB WEALTH LLC: AAPL position timeline

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

SVB WEALTH LLC held 312,512 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 312,512 shares
    Change vs previous 13F -34,315 shares

    5.7% of the 13F portfolio, value $90,428,661.

    13F-HR 0001626116-26-000003 filed by SVB 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 346,827 shares
    Change vs previous 13F -32,063 shares

    5.8% of the 13F portfolio, value $88,021,300.

    13F-HR 0001626116-26-000002 filed by SVB 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 378,890 shares
    Change vs previous 13F -82,951 shares

    6.07% of the 13F portfolio, value $103,005,213.

    13F-HR 0001626116-26-000001 filed by SVB 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 461,841 shares
    Change vs previous 13F -34,450 shares

    6.33% of the 13F portfolio, value $117,598,801.

    13F-HR 0001626116-25-000005 filed by SVB 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 496,291 shares
    Change vs previous 13F -244,819 shares

    5.46% of the 13F portfolio, value $101,824,253.

    13F-HR 0001626116-25-000004 filed by SVB 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 741,110 shares
    Change vs previous 13F -863,759 shares

    6.76% of the 13F portfolio, value $164,622,610.

    13F-HR 0001626116-25-000003 filed by SVB WEALTH 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 1,604,869 shares
    Change vs previous 13F +1,601,950 shares

    7.51% of the 13F portfolio, value $401,891,339.

    13F-HR 0001626116-25-000001 filed by SVB WEALTH 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 2,919 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $680,127.

    13F-HR 0001626116-24-000008 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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