Altura Wealth Advisors Inc.: AAPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Altura Wealth Advisors Inc. on AAPL, newest first. How the timeline and the estimate are built.
Altura Wealth Advisors Inc. held 40,782 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 40,782 sharesChange vs previous 13F +751 shares
3.98% of the 13F portfolio, value $11,800,798.
13F-HR 0001420506-26-001269 filed by Altura Wealth Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 40,031 sharesChange vs previous 13F +4,059 shares
4.43% of the 13F portfolio, value $10,159,518.
13F-HR 0001420506-26-000933 filed by Altura Wealth Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 35,972 sharesChange vs previous 13F +3,497 shares
4.21% of the 13F portfolio, value $9,779,357.
13F-HR 0001420506-26-000152 filed by Altura Wealth Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 32,475 sharesChange vs previous 13F +2,387 shares
3.94% of the 13F portfolio, value $8,269,170.
13F-HR 0001420506-25-003184 filed by Altura Wealth Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 30,088 sharesChange vs previous 13F +718 shares
3.45% of the 13F portfolio, value $6,173,240.
13F-HR 0001420506-25-001963 filed by Altura Wealth Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,370 sharesChange vs previous 13F +2,269 shares
4.32% of the 13F portfolio, value $6,523,955.
13F-HR 0001420506-25-000855 filed by Altura Wealth Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 27,101 sharesChange vs previous 13F -2,499 shares
5% of the 13F portfolio, value $6,786,509.
13F-HR 0001420506-25-000292 filed by Altura Wealth Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 29,600 sharesChange vs previous 13F not available
4.52% of the 13F portfolio, value $6,896,766.
13F-HR 0001941040-24-000486 filed by Altura Wealth Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).