WINTRUST INVESTMENTS LLC: AAPL position timeline

WINTRUST INVESTMENTS LLC held 21,047 AAPL shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 21,047 shares

   Change vs previous 13F -874 shares

   4.64% of the 13F portfolio, value $5,270,000.

   13F-HR 0000049096-25-000001 filed by WINTRUST INVESTMENTS LLC
   Filed 2025-02-10 (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).

2. period ended2024-09-30

   13F 21,921 shares

   Change vs previous 13F -197,189 shares

   3.78% of the 13F portfolio, value $5,107,000.

   13F-HR 0000049096-24-000009 filed by WINTRUST INVESTMENTS LLC
   Filed 2024-11-12 (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).

3. period ended2024-06-30

   13F 219,110 shares

   Change vs previous 13F +53,299 shares

   3.76% of the 13F portfolio, value $46,149,000.

   13F-HR 0000049096-24-000006 filed by WINTRUST INVESTMENTS LLC
   Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 165,811 shares

   Change vs previous 13F -19,205 shares

   2.51% of the 13F portfolio, value $28,433,000.

   13F-HR 0000049096-24-000004 filed by WINTRUST INVESTMENTS LLC
   Filed 2024-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 185,016 shares

   Change vs previous 13F -6,069 shares

   3.45% of the 13F portfolio, value $35,621,000.

   13F-HR 0000049096-24-000001 filed by WINTRUST INVESTMENTS LLC
   Filed 2024-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 191,085 shares

   Change vs previous 13F +3,608 shares

   3.43% of the 13F portfolio, value $32,716,000.

   13F-HR 0000049096-23-000011 filed by WINTRUST INVESTMENTS LLC
   Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-06-30

   13F 187,477 shares

   Change vs previous 13F -4,342 shares

   3.65% of the 13F portfolio, value $36,365,000.

   13F-HR 0000049096-23-000009 filed by WINTRUST INVESTMENTS LLC
   Filed 2023-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

8. period ended2023-03-31

   13F 191,819 shares

   Change vs previous 13F not available

   4.04% of the 13F portfolio, value $31,631,000.

   13F-HR 0000049096-23-000005 filed by WINTRUST INVESTMENTS LLC
   Filed 2023-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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