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Disclosery

Allworth Financial LP: AAPL position timeline

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

Allworth Financial LP held 1,767,359 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,767,359 shares
    Change vs previous 13F -134,992 shares

    2.18% of the 13F portfolio, value $511,402,976.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 1,902,351 shares
    Change vs previous 13F +28,364 shares

    1.96% of the 13F portfolio, value $482,797,588.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 1,873,987 shares
    Change vs previous 13F -67,824 shares

    2.09% of the 13F portfolio, value $509,462,308.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 1,941,811 shares
    Change vs previous 13F +80,095 shares

    2.19% of the 13F portfolio, value $494,443,224.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 1,861,716 shares
    Change vs previous 13F +563,683 shares

    1.83% of the 13F portfolio, value $381,968,306.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 1,298,033 shares
    Change vs previous 13F +49,079 shares

    1.53% of the 13F portfolio, value $270,471,102.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 1,248,954 shares
    Change vs previous 13F +96,928 shares

    1.54% of the 13F portfolio, value $279,553,376.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 1,152,026 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $268,422,089.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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