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Triangle Securities Wealth Management: AAPL position timeline

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

Triangle Securities Wealth Management held 29,961 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,961 shares
    Change vs previous 13F -141 shares

    1.72% of the 13F portfolio, value $8,669,579.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    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 30,102 shares
    Change vs previous 13F -30,621 shares

    1.73% of the 13F portfolio, value $7,639,639.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    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 60,723 shares
    Change vs previous 13F +30,122 shares

    3.37% of the 13F portfolio, value $15,980,642.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    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 30,601 shares
    Change vs previous 13F +5,700 shares

    1.76% of the 13F portfolio, value $7,791,806.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    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 24,901 shares
    Change vs previous 13F -6,177 shares

    1.26% of the 13F portfolio, value $5,108,970.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    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 31,078 shares
    Change vs previous 13F +204 shares

    1.78% of the 13F portfolio, value $6,903,387.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    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 30,874 shares
    Change vs previous 13F -1,021 shares

    1.98% of the 13F portfolio, value $7,731,467.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    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 31,895 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $7,431,535.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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