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Disclosery

Worth Asset Management, LLC: AAPL position timeline

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

Worth Asset Management, LLC held 22,265 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,265 shares
    Change vs previous 13F +2,550 shares

    2.16% of the 13F portfolio, value $7,414,583.

    13F-HR 0001927285-26-000007 filed by Worth Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 19,715 shares
    Change vs previous 13F +1,305 shares

    1.82% of the 13F portfolio, value $5,704,471.

    13F-HR 0001927285-26-000005 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 18,410 shares
    Change vs previous 13F -856 shares

    1.74% of the 13F portfolio, value $4,672,253.

    13F-HR 0001927285-26-000003 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,266 shares
    Change vs previous 13F +1,902 shares

    2.22% of the 13F portfolio, value $5,237,579.

    13F-HR 0001927285-26-000001 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 17,364 shares
    Change vs previous 13F +503 shares

    1.99% of the 13F portfolio, value $4,421,274.

    13F-HR 0001927285-25-000006 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 16,861 shares
    Change vs previous 13F -697 shares

    1.71% of the 13F portfolio, value $3,459,226.

    13F-HR 0001927285-25-000005 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 17,558 shares
    Change vs previous 13F -1,086 shares

    2.13% of the 13F portfolio, value $3,900,108.

    13F-HR 0001927285-25-000002 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,644 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $4,668,782.

    13F-HR 0001927285-25-000001 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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