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BALLAST ADVISORS LLC: AAPL position timeline

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

BALLAST ADVISORS LLC held 79,348 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,348 shares
    Change vs previous 13F -2,632 shares

    5.47% of the 13F portfolio, value $22,960,232.

    13F-HR 0001398344-26-014147 filed by BALLAST 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/A 81,980 shares
    Change vs previous 13F -1,463 shares

    5.62% of the 13F portfolio, value $19,297,479.

    13F-HR/A 0001803415-26-000003 filed by BALLAST 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 83,443 shares
    Change vs previous 13F -5,276 shares

    6.26% of the 13F portfolio, value $22,684,859.

    13F-HR 0001398344-26-001934 filed by BALLAST 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 88,719 shares
    Change vs previous 13F -3,512 shares

    6.22% of the 13F portfolio, value $22,590,405.

    13F-HR 0001398344-25-020738 filed by BALLAST 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 92,231 shares
    Change vs previous 13F -617 shares

    5.58% of the 13F portfolio, value $18,923,004.

    13F-HR 0001398344-25-014247 filed by BALLAST 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 92,848 shares
    Change vs previous 13F -8,189 shares

    6.57% of the 13F portfolio, value $20,624,340.

    13F-HR 0001398344-25-008869 filed by BALLAST 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 101,037 shares
    Change vs previous 13F -2,117 shares

    7.8% of the 13F portfolio, value $25,301,783.

    13F-HR 0001398344-25-002400 filed by BALLAST ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 103,154 shares
    Change vs previous 13F not available

    7.43% of the 13F portfolio, value $24,034,808.

    13F-HR 0001398344-24-019649 filed by BALLAST ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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