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AmeriServ Wealth Advisors: AAPL position timeline

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

AmeriServ Wealth Advisors held 8,810 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,810 shares
    Change vs previous 13F -9 shares

    1.7% of the 13F portfolio, value $2,549,261.

    13F-HR 0001172661-26-003007 filed by AmeriServ Wealth Advisors
    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 8,819 shares
    Change vs previous 13F -133 shares

    1.43% of the 13F portfolio, value $2,238,173.

    13F-HR 0001172661-26-001807 filed by AmeriServ Wealth Advisors
    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 8,952 shares
    Change vs previous 13F -371 shares

    1.41% of the 13F portfolio, value $2,433,690.

    13F-HR 0001172661-26-000585 filed by AmeriServ Wealth Advisors
    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 9,323 shares
    Change vs previous 13F -1,172 shares

    1.2% of the 13F portfolio, value $2,373,914.

    13F-HR 0001172661-25-004730 filed by AmeriServ Wealth Advisors
    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 10,495 shares
    Change vs previous 13F -263 shares

    1.06% of the 13F portfolio, value $2,153,258.

    13F-HR 0001172661-25-003097 filed by AmeriServ Wealth Advisors
    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 10,758 shares
    Change vs previous 13F -2,198 shares

    1.38% of the 13F portfolio, value $2,389,673.

    13F-HR 0001172661-25-001826 filed by AmeriServ Wealth Advisors
    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 12,956 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $3,244,441.

    13F-HR 0001172661-25-001082 filed by AmeriServ Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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