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Arkadios Wealth Advisors: AAPL position timeline

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

Arkadios Wealth Advisors held 687,770 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 687,770 shares
    Change vs previous 13F -3,920 shares

    3.06% of the 13F portfolio, value $199,013,207.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 691,690 shares
    Change vs previous 13F +43,242 shares

    2.9% of the 13F portfolio, value $175,544,119.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 648,448 shares
    Change vs previous 13F +217,724 shares

    3.5% of the 13F portfolio, value $176,286,997.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 430,724 shares
    Change vs previous 13F +23,267 shares

    2.69% of the 13F portfolio, value $109,675,112.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 407,457 shares
    Change vs previous 13F +29,371 shares

    2.51% of the 13F portfolio, value $83,597,941.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 378,086 shares
    Change vs previous 13F +95,596 shares

    3.18% of the 13F portfolio, value $83,984,148.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 282,490 shares
    Change vs previous 13F +1,666 shares

    3.86% of the 13F portfolio, value $70,741,076.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 280,824 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $65,432,000.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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