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Disclosery

Union Heritage Capital, LLC: AAPL position timeline

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

Union Heritage Capital, LLC held 46,888 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,888 shares
    Change vs previous 13F 0 shares

    4.6% of the 13F portfolio, value $13,567,512.

    13F-HR 0001376474-26-000563 filed by Union Heritage Capital, 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 46,888 shares
    Change vs previous 13F -22,850 shares

    4.42% of the 13F portfolio, value $11,899,706.

    13F-HR 0001376474-26-000386 filed by Union Heritage Capital, 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 69,738 shares
    Change vs previous 13F -1,500 shares

    6.42% of the 13F portfolio, value $18,958,973.

    13F-HR 0001376474-26-000174 filed by Union Heritage Capital, 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 71,238 shares
    Change vs previous 13F -12,000 shares

    5.88% of the 13F portfolio, value $18,139,332.

    13F-HR 0001376474-25-000886 filed by Union Heritage Capital, 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 83,238 shares
    Change vs previous 13F 0 shares

    5.95% of the 13F portfolio, value $17,077,940.

    13F-HR 0001376474-25-000742 filed by Union Heritage Capital, 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 83,238 shares
    Change vs previous 13F 0 shares

    6.88% of the 13F portfolio, value $18,489,657.

    13F-HR 0001376474-25-000448 filed by Union Heritage Capital, 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 83,238 shares
    Change vs previous 13F 0 shares

    7.7% of the 13F portfolio, value $20,844,460.

    13F-HR 0001376474-25-000310 filed by Union Heritage Capital, 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 83,238 shares
    Change vs previous 13F not available

    7.16% of the 13F portfolio, value $19,394,454.

    13F-HR 0001376474-25-000062 filed by Union Heritage Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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