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Tortuga Wealth Management, Inc: AAPL position timeline

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

Tortuga Wealth Management, Inc held 28,653 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,653 shares
    Change vs previous 13F +264 shares

    6.29% of the 13F portfolio, value $8,291,326.

    13F-HR 0001172661-26-002959 filed by Tortuga Wealth Management, Inc
    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 28,389 shares
    Change vs previous 13F +2,343 shares

    6.74% of the 13F portfolio, value $7,204,588.

    13F-HR 0001172661-26-002664 filed by Tortuga Wealth Management, Inc
    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 26,046 shares
    Change vs previous 13F not available

    7.46% of the 13F portfolio, value $7,081,233.

    13F-HR 0001172661-26-001502 filed by Tortuga Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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