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Disclosery

Baer Investment Advisory LLC: AAPL position timeline

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

Baer Investment Advisory LLC held 14,482 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 14,482 shares
    Change vs previous 13F -547 shares

    5.49% of the 13F portfolio, value $4,822,804.

    13F-HR 0001754960-26-000849 filed by Baer Investment Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,029 shares
    Change vs previous 13F +1,032 shares

    5.12% of the 13F portfolio, value $4,224,360.

    13F-HR 0001754960-26-000758 filed by Baer Investment Advisory 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/A 13,997 shares
    Change vs previous 13F +59 shares

    5.04% of the 13F portfolio, value $3,552,304.

    13F-HR/A 0001754960-26-000346 filed by Baer Investment Advisory 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 13,938 shares
    Change vs previous 13F +410 shares

    5.29% of the 13F portfolio, value $3,789,184.

    13F-HR 0001754960-26-000100 filed by Baer Investment Advisory 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 13,528 shares
    Change vs previous 13F +433 shares

    4.31% of the 13F portfolio, value $3,444,635.

    13F-HR 0001754960-25-000723 filed by Baer Investment Advisory 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/A 13,095 shares
    Change vs previous 13F -159 shares

    4.32% of the 13F portfolio, value $2,641,262.

    13F-HR/A 0001754960-25-000552 filed by Baer Investment Advisory 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 13,254 shares
    Change vs previous 13F +1,357 shares

    4.57% of the 13F portfolio, value $3,533,922.

    13F-HR 0001754960-25-000268 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,897 shares
    Change vs previous 13F not available

    4.88% of the 13F portfolio, value $4,524,829.

    13F-HR 0001754960-25-000152 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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