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Waldron Private Wealth LLC: AAPL position timeline

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

Waldron Private Wealth LLC held 108,448 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,448 shares
    Change vs previous 13F -1,694 shares

    1.09% of the 13F portfolio, value $31,380,037.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 110,142 shares
    Change vs previous 13F -2,304 shares

    1.09% of the 13F portfolio, value $27,952,480.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 112,446 shares
    Change vs previous 13F -3,319 shares

    1.21% of the 13F portfolio, value $30,569,551.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 115,765 shares
    Change vs previous 13F +3,100 shares

    1.19% of the 13F portfolio, value $29,477,170.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 112,665 shares
    Change vs previous 13F -194 shares

    1.01% of the 13F portfolio, value $23,115,245.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 112,859 shares
    Change vs previous 13F -87,700 shares

    1.18% of the 13F portfolio, value $25,069,104.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 200,559 shares
    Change vs previous 13F -1,144 shares

    2.02% of the 13F portfolio, value $50,223,737.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth 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 201,703 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $46,996,569.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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