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Disclosery

Beacon Financial Advisory LLC: AAPL position timeline

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

Beacon Financial Advisory LLC held 36,429 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,429 shares
    Change vs previous 13F +548 shares

    2.07% of the 13F portfolio, value $10,541,077.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory 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 35,881 shares
    Change vs previous 13F +845 shares

    2.06% of the 13F portfolio, value $9,106,253.

    13F-HR 0002085853-26-000505 filed by Beacon Financial 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 ended2025-12-31
    13F 35,036 shares
    Change vs previous 13F -6,009 shares

    2.21% of the 13F portfolio, value $9,524,856.

    13F-HR 0002085853-26-000264 filed by Beacon Financial 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 ended2025-09-30
    13F 41,045 shares
    Change vs previous 13F +2,863 shares

    2.42% of the 13F portfolio, value $10,451,241.

    13F-HR 0002085853-25-000185 filed by Beacon Financial 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 ended2025-06-30
    13F 38,182 shares
    Change vs previous 13F +6,083 shares

    2.03% of the 13F portfolio, value $7,833,856.

    13F-HR 0001667731-25-000914 filed by Beacon Financial 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 ended2025-03-31
    13F 32,099 shares
    Change vs previous 13F +603 shares

    2.16% of the 13F portfolio, value $7,130,187.

    13F-HR 0001667731-25-000506 filed by Beacon Financial 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 ended2024-12-31
    13F 31,496 shares
    Change vs previous 13F +275 shares

    2.57% of the 13F portfolio, value $7,887,262.

    13F-HR 0001667731-25-000137 filed by Beacon Financial 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 ended2024-09-30
    13F 31,221 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $7,274,411.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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