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TLWM: AAPL position timeline

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

TLWM held 15,730 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,730 shares
    Change vs previous 13F +268 shares

    0.83% of the 13F portfolio, value $5,238,402.

    13F-HR 0001085146-26-000842 filed by TLWM
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,462 shares
    Change vs previous 13F +413 shares

    0.73% of the 13F portfolio, value $4,474,086.

    13F-HR 0001732537-26-000004 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 15,049 shares
    Change vs previous 13F +600 shares

    0.69% of the 13F portfolio, value $3,819,288.

    13F-HR 0001732537-26-000003 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 14,449 shares
    Change vs previous 13F +472 shares

    0.72% of the 13F portfolio, value $3,928,114.

    13F-HR 0001732537-26-000001 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 13,977 shares
    Change vs previous 13F +526 shares

    0.64% of the 13F portfolio, value $3,558,969.

    13F-HR 0001085146-25-005906 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 13,451 shares
    Change vs previous 13F +29 shares

    0.52% of the 13F portfolio, value $2,759,741.

    13F-HR 0001085146-25-004210 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 13,422 shares
    Change vs previous 13F +444 shares

    0.6% of the 13F portfolio, value $2,981,434.

    13F-HR 0001085146-25-003000 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 12,978 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $3,249,952.

    13F-HR 0001085146-25-000159 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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