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Disclosery

Pathstone Holdings, LLC: AAPL position timeline

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

Pathstone Holdings, LLC held 2,933,907 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,933,907 shares
    Change vs previous 13F +23,261 shares

    2.48% of the 13F portfolio, value $850,596,817.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 2,910,646 shares
    Change vs previous 13F +145,752 shares

    2.94% of the 13F portfolio, value $738,691,760.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 2,764,894 shares
    Change vs previous 13F +51,957 shares

    2.9% of the 13F portfolio, value $751,139,729.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 2,712,937 shares
    Change vs previous 13F -5,880 shares

    2.64% of the 13F portfolio, value $690,728,173.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 2,718,817 shares
    Change vs previous 13F -34,138 shares

    2.19% of the 13F portfolio, value $554,278,805.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 2,752,955 shares
    Change vs previous 13F +17,074 shares

    2.65% of the 13F portfolio, value $611,017,961.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 2,735,881 shares
    Change vs previous 13F +471,379 shares

    3.03% of the 13F portfolio, value $684,767,085.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 2,264,502 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $527,567,906.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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