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Antonelli Financial Advisors, LLC: AAPL position timeline

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

Antonelli Financial Advisors, LLC held 44,925 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 44,925 shares
    Change vs previous 13F -349 shares

    10.82% of the 13F portfolio, value $14,961,000.

    13F-HR 0002055364-26-000008 filed by Antonelli Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 45,274 shares
    Change vs previous 13F -2,012 shares

    8.98% of the 13F portfolio, value $13,100,000.

    13F-HR 0002055364-26-000006 filed by Antonelli 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 ended2026-03-31
    13F 47,286 shares
    Change vs previous 13F -11,440 shares

    8.29% of the 13F portfolio, value $12,001,000.

    13F-HR 0002055364-26-000004 filed by Antonelli 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 ended2025-12-31
    13F 58,726 shares
    Change vs previous 13F -4,060 shares

    10.5% of the 13F portfolio, value $15,965,000.

    13F-HR 0002055364-26-000002 filed by Antonelli 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 ended2025-09-30
    13F 62,786 shares
    Change vs previous 13F -1,277 shares

    10.86% of the 13F portfolio, value $15,987,300.

    13F-HR 0002055364-25-000004 filed by Antonelli 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 ended2025-06-30
    13F 64,063 shares
    Change vs previous 13F -1,741 shares

    9.49% of the 13F portfolio, value $13,143,887.

    13F-HR 0001667731-25-000938 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 65,804 shares
    Change vs previous 13F not available

    11.77% of the 13F portfolio, value $14,617,131.

    13F-HR 0001667731-25-000484 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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