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BEACON INVESTMENT ADVISORY SERVICES, INC.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEACON INVESTMENT ADVISORY SERVICES, INC. on AAPL, newest first. How the timeline and the estimate are built.

BEACON INVESTMENT ADVISORY SERVICES, INC. held 233,767 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 233,767 shares
    Change vs previous 13F -13,605 shares

    2.93% of the 13F portfolio, value $77,849,019.

    13F-HR 0001654599-26-000005 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 247,372 shares
    Change vs previous 13F -7,486 shares

    2.66% of the 13F portfolio, value $71,579,706.

    13F-HR 0001654599-26-000004 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    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 254,858 shares
    Change vs previous 13F -32,004 shares

    2.69% of the 13F portfolio, value $64,680,324.

    13F-HR 0001654599-26-000003 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    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/A 286,862 shares
    Change vs previous 13F -6,753 shares

    3.18% of the 13F portfolio, value $77,986,410.

    13F-HR/A 0001654599-26-000002 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    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 293,615 shares
    Change vs previous 13F -5,029 shares

    3.15% of the 13F portfolio, value $74,763,207.

    13F-HR 0001172661-25-004301 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    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 298,644 shares
    Change vs previous 13F -15,517 shares

    2.7% of the 13F portfolio, value $61,272,689.

    13F-HR 0001172661-25-002601 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    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 314,161 shares
    Change vs previous 13F -8,031 shares

    3.27% of the 13F portfolio, value $69,784,592.

    13F-HR 0001172661-25-001578 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    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 322,192 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $80,683,407.

    13F-HR 0001172661-25-000266 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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