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Affiance Financial, LLC: AAPL position timeline

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

Affiance Financial, LLC held 35,289 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 35,289 shares
    Change vs previous 13F -3,749 shares

    1.47% of the 13F portfolio, value $10,211,287.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, 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 39,038 shares
    Change vs previous 13F -4,841 shares

    1.61% of the 13F portfolio, value $9,907,599.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, 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 43,879 shares
    Change vs previous 13F -1,664 shares

    1.92% of the 13F portfolio, value $11,929,132.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, 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 45,543 shares
    Change vs previous 13F -301 shares

    2.11% of the 13F portfolio, value $11,596,638.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, 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 45,844 shares
    Change vs previous 13F -1,219 shares

    1.91% of the 13F portfolio, value $9,405,902.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, 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 47,063 shares
    Change vs previous 13F -4,583 shares

    2.44% of the 13F portfolio, value $10,454,316.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, 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 51,646 shares
    Change vs previous 13F +669 shares

    3.09% of the 13F portfolio, value $12,933,390.

    13F-HR 0001085146-25-000379 filed by Affiance Financial, 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 50,977 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $11,877,676.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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