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Disclosery

Avalon Advisory Group: AAPL position timeline

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

Avalon Advisory Group held 1,452 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,452 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $420,151.

    13F-HR 0001802119-26-000003 filed by Avalon Advisory Group
    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 1,452 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $368,503.

    13F-HR 0001802119-26-000002 filed by Avalon Advisory Group
    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 1,452 shares
    Change vs previous 13F -1,161 shares

    0.16% of the 13F portfolio, value $394,741.

    13F-HR 0001802119-26-000001 filed by Avalon Advisory Group
    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 2,613 shares
    Change vs previous 13F -15 shares

    0.27% of the 13F portfolio, value $665,348.

    13F-HR 0001802119-25-000004 filed by Avalon Advisory Group
    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 2,628 shares
    Change vs previous 13F +6 shares

    0.23% of the 13F portfolio, value $539,187.

    13F-HR 0001172661-25-002583 filed by Avalon Advisory Group
    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 2,622 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $582,425.

    13F-HR 0001172661-25-001858 filed by Avalon Advisory Group
    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 2,622 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $656,601.

    13F-HR 0001172661-25-000197 filed by Avalon Advisory Group
    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 2,622 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $610,926.

    13F-HR 0001172661-24-004842 filed by Avalon Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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