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Disclosery

AG Asset Advisory, LLC: AAPL position timeline

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

AG Asset Advisory, LLC held 4,211 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,211 shares
    Change vs previous 13F +10 shares

    0.99% of the 13F portfolio, value $1,218,495.

    13F-HR 0001625008-26-000004 filed by AG Asset Advisory, 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 4,201 shares
    Change vs previous 13F -30 shares

    0.88% of the 13F portfolio, value $1,066,172.

    13F-HR 0001625008-26-000002 filed by AG Asset Advisory, 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 4,231 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $1,150,240.

    13F-HR 0001625008-26-000001 filed by AG Asset Advisory, 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 4,231 shares
    Change vs previous 13F -30 shares

    0.89% of the 13F portfolio, value $1,077,340.

    13F-HR 0001625008-25-000004 filed by AG Asset Advisory, 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 4,261 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $874,229.

    13F-HR 0001085146-25-004520 filed by AG Asset Advisory, 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 4,261 shares
    Change vs previous 13F 0 shares

    0.97% of the 13F portfolio, value $946,496.

    13F-HR 0001085146-25-002683 filed by AG Asset Advisory, 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 4,261 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,067,040.

    13F-HR 0001085146-25-001816 filed by AG Asset Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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