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TRB Wealth Management, LLC: AAPL position timeline

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

TRB Wealth Management, LLC held 76,936 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,936 shares
    Change vs previous 13F -8,789 shares

    2.96% of the 13F portfolio, value $22,262,201.

    13F-HR 0001214659-26-009943 filed by TRB Wealth Management, 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 85,725 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $21,756,085.

    13F-HR 0001214659-26-006187 filed by TRB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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