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ADVISORY RESEARCH INC: AAPL position timeline

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

ADVISORY RESEARCH INC held 10,795 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 10,795 shares
    Change vs previous 13F -100 shares

    0.31% of the 13F portfolio, value $3,123,641.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH 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 10,895 shares
    Change vs previous 13F -897 shares

    0.34% of the 13F portfolio, value $2,765,042.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH 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 11,792 shares
    Change vs previous 13F +7 shares

    0.4% of the 13F portfolio, value $3,205,773.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH 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 11,785 shares
    Change vs previous 13F -20,856 shares

    0.39% of the 13F portfolio, value $3,000,927.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH 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 32,641 shares
    Change vs previous 13F +4,576 shares

    1.03% of the 13F portfolio, value $6,697,015.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH 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 28,065 shares
    Change vs previous 13F +20,875 shares

    1.1% of the 13F portfolio, value $6,234,109.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH 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 7,190 shares
    Change vs previous 13F -4 shares

    0.3% of the 13F portfolio, value $1,800,520.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH 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 7,194 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,676,202.

    13F-HR 0001085146-24-005704 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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