Trivant Custom Portfolio Group, LLC: AAPL position timeline

Trivant Custom Portfolio Group, LLC held 62,494 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 62,494 shares

   Change vs previous 13F +131 shares

   9.63% of the 13F portfolio, value $18,083,190.

   13F-HR 0001977992-26-000003 filed by Trivant Custom Portfolio Group, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 62,363 shares

   Change vs previous 13F -322 shares

   8.68% of the 13F portfolio, value $15,827,041.

   13F-HR 0001977992-26-000002 filed by Trivant Custom Portfolio Group, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 62,685 shares

   Change vs previous 13F -169 shares

   9.81% of the 13F portfolio, value $17,041,668.

   13F-HR 0001977992-26-000001 filed by Trivant Custom Portfolio Group, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 62,854 shares

   Change vs previous 13F -203 shares

   8.23% of the 13F portfolio, value $16,004,563.

   13F-HR 0001977992-25-000015 filed by Trivant Custom Portfolio Group, LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 63,057 shares

   Change vs previous 13F -467 shares

   7.11% of the 13F portfolio, value $12,937,477.

   13F-HR 0001977992-25-000003 filed by Trivant Custom Portfolio Group, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 63,524 shares

   Change vs previous 13F -5,630 shares

   8.11% of the 13F portfolio, value $14,110,609.

   13F-HR 0001977992-25-000002 filed by Trivant Custom Portfolio Group, LLC
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 69,154 shares

   Change vs previous 13F -805 shares

   10.11% of the 13F portfolio, value $17,317,413.

   13F-HR 0001977992-25-000001 filed by Trivant Custom Portfolio Group, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 69,959 shares

   Change vs previous 13F not available

   9.4% of the 13F portfolio, value $16,300,329.

   13F-HR 0001977992-24-000005 filed by Trivant Custom Portfolio Group, LLC
   Filed 2024-10-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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