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Avondale Wealth Management: AAPL position timeline

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

Avondale Wealth Management held 14,885 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,885 shares
    Change vs previous 13F -1,115 shares

    1.76% of the 13F portfolio, value $4,307,124.

    13F-HR 0001214659-26-008458 filed by Avondale Wealth Management
    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 16,000 shares
    Change vs previous 13F +2,389 shares

    2% of the 13F portfolio, value $4,060,640.

    13F-HR 0001214659-26-004671 filed by Avondale Wealth Management
    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 13,611 shares
    Change vs previous 13F -234 shares

    1.9% of the 13F portfolio, value $3,700,286.

    13F-HR 0001214659-26-002075 filed by Avondale Wealth Management
    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 13,845 shares
    Change vs previous 13F -180 shares

    1.88% of the 13F portfolio, value $3,525,352.

    13F-HR 0001214659-25-016789 filed by Avondale Wealth Management
    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 14,025 shares
    Change vs previous 13F -312 shares

    1.61% of the 13F portfolio, value $2,877,509.

    13F-HR 0001738720-25-000003 filed by Avondale Wealth Management
    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 14,337 shares
    Change vs previous 13F +972 shares

    2% of the 13F portfolio, value $3,184,678.

    13F-HR 0001738720-25-000002 filed by Avondale Wealth Management
    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 13,365 shares
    Change vs previous 13F -1,213 shares

    2.14% of the 13F portfolio, value $3,346,863.

    13F-HR 0001738720-25-000001 filed by Avondale Wealth Management
    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 14,578 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $3,396,674.

    13F-HR 0001738720-24-000005 filed by Avondale Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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