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AdviceOne Advisory Services, LLC: AAPL position timeline

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

AdviceOne Advisory Services, LLC held 14,638 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,638 shares
    Change vs previous 13F +259 shares

    2.39% of the 13F portfolio, value $4,235,705.

    13F-HR 0001951757-26-000981 filed by AdviceOne Advisory Services, 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 14,379 shares
    Change vs previous 13F +97 shares

    2.21% of the 13F portfolio, value $3,649,241.

    13F-HR 0001951757-26-000589 filed by AdviceOne Advisory Services, 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 14,282 shares
    Change vs previous 13F +272 shares

    2.29% of the 13F portfolio, value $3,882,696.

    13F-HR 0001951757-26-000034 filed by AdviceOne Advisory Services, 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 14,010 shares
    Change vs previous 13F +297 shares

    2.37% of the 13F portfolio, value $3,567,373.

    13F-HR 0001951757-25-001450 filed by AdviceOne Advisory Services, 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 13,713 shares
    Change vs previous 13F +514 shares

    2.08% of the 13F portfolio, value $2,813,520.

    13F-HR 0001951757-25-000951 filed by AdviceOne Advisory Services, 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 13,199 shares
    Change vs previous 13F +224 shares

    2.39% of the 13F portfolio, value $2,931,849.

    13F-HR 0001951757-25-000569 filed by AdviceOne Advisory Services, 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 12,975 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $3,249,096.

    13F-HR 0001951757-25-000568 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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