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Advisors Asset Management, Inc.: AAPL position timeline

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

Advisors Asset Management, Inc. held 500,696 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 500,696 shares
    Change vs previous 13F -24,669 shares

    2.21% of the 13F portfolio, value $144,881,394.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    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 525,365 shares
    Change vs previous 13F -22,351 shares

    2.22% of the 13F portfolio, value $133,332,383.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    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/A 547,716 shares
    Change vs previous 13F +10,329 shares

    2.5% of the 13F portfolio, value $148,902,072.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    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/A 537,387 shares
    Change vs previous 13F +8,777 shares

    2.32% of the 13F portfolio, value $136,834,852.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    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/A 528,610 shares
    Change vs previous 13F -4,644 shares

    1.94% of the 13F portfolio, value $108,454,914.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    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/A 533,254 shares
    Change vs previous 13F -1,143 shares

    2.23% of the 13F portfolio, value $118,451,711.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    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/A 534,397 shares
    Change vs previous 13F +11,204 shares

    2.46% of the 13F portfolio, value $133,823,697.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    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/A 523,193 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $121,903,969.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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