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Valued Retirements, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valued Retirements, Inc. on AAPL, newest first. How the timeline and the estimate are built.

Valued Retirements, Inc. held 14,067 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,067 shares
    Change vs previous 13F -807 shares

    3.66% of the 13F portfolio, value $4,070,571.

    13F-HR 0002044874-26-000006 filed by Valued Retirements, Inc.
    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 14,874 shares
    Change vs previous 13F -1 shares

    3.69% of the 13F portfolio, value $3,774,891.

    13F-HR 0002044874-26-000004 filed by Valued Retirements, Inc.
    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 14,875 shares
    Change vs previous 13F -124 shares

    3.95% of the 13F portfolio, value $4,043,987.

    13F-HR 0002044874-26-000002 filed by Valued Retirements, Inc.
    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 14,999 shares
    Change vs previous 13F 0 shares

    3.47% of the 13F portfolio, value $3,077,255.

    13F-HR 0002044874-25-000011 filed by Valued Retirements, Inc.
    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 14,999 shares
    Change vs previous 13F -78 shares

    3.47% of the 13F portfolio, value $3,077,255.

    13F-HR 0002044874-25-000007 filed by Valued Retirements, Inc.
    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 15,077 shares
    Change vs previous 13F -91 shares

    4.4% of the 13F portfolio, value $3,349,023.

    13F-HR 0002044874-25-000004 filed by Valued Retirements, Inc.
    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 15,168 shares
    Change vs previous 13F -16 shares

    5.12% of the 13F portfolio, value $3,798,485.

    13F-HR 0002044874-25-000002 filed by Valued Retirements, Inc.
    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 15,184 shares
    Change vs previous 13F not available

    4.88% of the 13F portfolio, value $3,537,783.

    13F-HR 0002044874-24-000001 filed by Valued Retirements, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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