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Advyzon Investment Management, LLC: AAPL position timeline

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

Advyzon Investment Management, LLC held 49,998 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 49,998 shares
    Change vs previous 13F +6,276 shares

    1.05% of the 13F portfolio, value $14,467,559.

    13F-HR 0001986152-26-000152 filed by Advyzon Investment Management, 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 43,722 shares
    Change vs previous 13F +2,388 shares

    0.99% of the 13F portfolio, value $11,096,374.

    13F-HR 0001986152-26-000082 filed by Advyzon Investment Management, 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 41,334 shares
    Change vs previous 13F +14,220 shares

    1.3% of the 13F portfolio, value $11,236,954.

    13F-HR 0001986152-26-000037 filed by Advyzon Investment Management, 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 27,114 shares
    Change vs previous 13F +6,591 shares

    1.19% of the 13F portfolio, value $6,904,094.

    13F-HR 0002011872-25-000008 filed by Advyzon Investment Management, 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 20,523 shares
    Change vs previous 13F +6,257 shares

    0.93% of the 13F portfolio, value $4,210,697.

    13F-HR 0002011872-25-000007 filed by Advyzon Investment Management, 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 14,266 shares
    Change vs previous 13F +5,155 shares

    1.12% of the 13F portfolio, value $3,168,806.

    13F-HR 0002011872-25-000004 filed by Advyzon Investment Management, 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 9,111 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,281,599.

    13F-HR 0002011872-25-000001 filed by Advyzon Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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