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Disclosery

Whelan Financial: AAPL position timeline

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

Whelan Financial held 34,631 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,631 shares
    Change vs previous 13F +360 shares

    2.73% of the 13F portfolio, value $10,020,734.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 34,271 shares
    Change vs previous 13F +711 shares

    2.7% of the 13F portfolio, value $8,697,748.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 33,560 shares
    Change vs previous 13F -1,113 shares

    2.85% of the 13F portfolio, value $9,123,686.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 34,673 shares
    Change vs previous 13F +3,720 shares

    2.8% of the 13F portfolio, value $8,828,802.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 30,953 shares
    Change vs previous 13F +109 shares

    2.3% of the 13F portfolio, value $6,350,552.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 30,844 shares
    Change vs previous 13F +1,841 shares

    2.66% of the 13F portfolio, value $6,851,313.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    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 29,003 shares
    Change vs previous 13F +7,458 shares

    2.86% of the 13F portfolio, value $7,262,829.

    13F-HR 0001894921-25-000001 filed by Whelan Financial
    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 21,545 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $5,020,082.

    13F-HR 0001894921-24-000005 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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