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Disclosery

BFSG, LLC: AAPL position timeline

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

BFSG, LLC held 80,639 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,639 shares
    Change vs previous 13F -2,703 shares

    2.07% of the 13F portfolio, value $23,333,678.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 83,342 shares
    Change vs previous 13F +1,217 shares

    2.01% of the 13F portfolio, value $21,151,296.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 82,125 shares
    Change vs previous 13F -3,366 shares

    2.17% of the 13F portfolio, value $22,326,426.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 85,491 shares
    Change vs previous 13F +73 shares

    2.11% of the 13F portfolio, value $21,768,693.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 85,418 shares
    Change vs previous 13F +954 shares

    1.96% of the 13F portfolio, value $17,525,121.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 84,464 shares
    Change vs previous 13F -8,733 shares

    2.28% of the 13F portfolio, value $18,761,945.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 93,197 shares
    Change vs previous 13F -2,493 shares

    2.73% of the 13F portfolio, value $23,338,468.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 95,690 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $22,295,877.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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