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Trevian Wealth Management LLC: AAPL position timeline

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

Trevian Wealth Management LLC held 7,782 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,782 shares
    Change vs previous 13F +249 shares

    0.96% of the 13F portfolio, value $2,251,690.

    13F-HR 0001901929-26-000003 filed by Trevian 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 7,533 shares
    Change vs previous 13F -23 shares

    0.94% of the 13F portfolio, value $1,911,691.

    13F-HR 0001901929-26-000002 filed by Trevian Wealth Management 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 7,556 shares
    Change vs previous 13F +1,040 shares

    0.97% of the 13F portfolio, value $2,054,046.

    13F-HR 0001901929-26-000001 filed by Trevian Wealth Management 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 6,516 shares
    Change vs previous 13F -1,956 shares

    0.89% of the 13F portfolio, value $1,659,246.

    13F-HR 0001901929-25-000006 filed by Trevian Wealth Management 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 8,472 shares
    Change vs previous 13F +311 shares

    1.06% of the 13F portfolio, value $1,738,000.

    13F-HR 0001901929-25-000004 filed by Trevian Wealth Management 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 8,161 shares
    Change vs previous 13F -79 shares

    1.29% of the 13F portfolio, value $1,813,000.

    13F-HR 0001901929-25-000003 filed by Trevian Wealth Management 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 8,240 shares
    Change vs previous 13F 0 shares

    1.52% of the 13F portfolio, value $2,064,000.

    13F-HR 0001901929-25-000001 filed by Trevian Wealth Management 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 8,240 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $1,920,000.

    13F-HR 0001901929-24-000006 filed by Trevian Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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