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Trinity Financial Advisors LLC: AAPL position timeline

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

Trinity Financial Advisors LLC held 34,206 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 34,206 shares
    Change vs previous 13F -1,474 shares

    2.93% of the 13F portfolio, value $11,391,326.

    13F-HR 0001809574-26-000006 filed by Trinity Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 35,680 shares
    Change vs previous 13F -467 shares

    2.65% of the 13F portfolio, value $10,324,432.

    13F-HR 0001809574-26-000004 filed by Trinity Financial Advisors LLC
    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 36,147 shares
    Change vs previous 13F -985 shares

    2.61% of the 13F portfolio, value $9,173,774.

    13F-HR 0001809574-26-000003 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 37,132 shares
    Change vs previous 13F -653 shares

    2.82% of the 13F portfolio, value $10,094,775.

    13F-HR 0001809574-26-000001 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 37,785 shares
    Change vs previous 13F -1,305 shares

    2.78% of the 13F portfolio, value $9,621,222.

    13F-HR 0001809574-25-000009 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 39,090 shares
    Change vs previous 13F +10,089 shares

    2.46% of the 13F portfolio, value $8,020,129.

    13F-HR 0001809574-25-000007 filed by Trinity Financial Advisors LLC
    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/A 29,001 shares
    Change vs previous 13F +524 shares

    2.12% of the 13F portfolio, value $5,892,673.

    13F-HR/A 0001809574-25-000006 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 28,477 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $6,944,025.

    13F-HR 0001809574-25-000001 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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