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Avant Financial Advisors LLC: AAPL position timeline

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

Avant Financial Advisors LLC held 10,538 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,538 shares
    Change vs previous 13F -1,025 shares

    1.9% of the 13F portfolio, value $3,049,303.

    13F-HR 0001951757-26-000953 filed by Avant Financial Advisors LLC
    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 11,563 shares
    Change vs previous 13F 0 shares

    2.06% of the 13F portfolio, value $2,934,595.

    13F-HR 0001951757-26-000711 filed by Avant 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 ended2025-12-31
    13F 11,563 shares
    Change vs previous 13F -1,105 shares

    2.26% of the 13F portfolio, value $3,143,538.

    13F-HR 0001951757-26-000158 filed by Avant 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 ended2025-09-30
    13F 12,668 shares
    Change vs previous 13F -2,490 shares

    2.43% of the 13F portfolio, value $3,225,670.

    13F-HR 0001951757-25-001262 filed by Avant 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 ended2025-06-30
    13F 15,158 shares
    Change vs previous 13F -2,069 shares

    2.56% of the 13F portfolio, value $3,109,978.

    13F-HR 0001951757-25-001021 filed by Avant 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 ended2025-03-31
    13F 17,227 shares
    Change vs previous 13F -740 shares

    3.47% of the 13F portfolio, value $3,826,612.

    13F-HR 0001951757-25-000542 filed by Avant 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 ended2024-12-31
    13F 17,967 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $4,499,374.

    13F-HR 0001951757-25-000286 filed by Avant Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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