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ALLIUM FINANCIAL ADVISORS, LLC: AAPL position timeline

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

ALLIUM FINANCIAL ADVISORS, LLC held 22,679 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 22,679 shares
    Change vs previous 13F +48 shares

    4.3% of the 13F portfolio, value $6,562,450.

    13F-HR 0001420506-26-001599 filed by ALLIUM FINANCIAL ADVISORS, 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 22,631 shares
    Change vs previous 13F +889 shares

    4.61% of the 13F portfolio, value $5,743,566.

    13F-HR 0001420506-26-000827 filed by ALLIUM FINANCIAL ADVISORS, 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 21,742 shares
    Change vs previous 13F -1,717 shares

    4.69% of the 13F portfolio, value $5,910,832.

    13F-HR 0001420506-26-000206 filed by ALLIUM FINANCIAL ADVISORS, 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 23,459 shares
    Change vs previous 13F -1,622 shares

    4.94% of the 13F portfolio, value $5,973,411.

    13F-HR 0001420506-25-003368 filed by ALLIUM FINANCIAL ADVISORS, 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/A 25,081 shares
    Change vs previous 13F -793 shares

    4.48% of the 13F portfolio, value $5,145,903.

    13F-HR/A 0001420506-26-000208 filed by ALLIUM FINANCIAL ADVISORS, 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 25,874 shares
    Change vs previous 13F not available

    5.24% of the 13F portfolio, value $5,747,425.

    13F-HR 0002067277-25-000001 filed by ALLIUM FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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