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Disclosery

Brown Financial Advisors: AAPL position timeline

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

Brown Financial Advisors held 20,104 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,104 shares
    Change vs previous 13F -295 shares

    2.03% of the 13F portfolio, value $5,817,293.

    13F-HR 0002035548-26-000006 filed by Brown Financial Advisors
    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 20,399 shares
    Change vs previous 13F -2,037 shares

    1.96% of the 13F portfolio, value $5,177,062.

    13F-HR 0002035548-26-000002 filed by Brown Financial Advisors
    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 22,436 shares
    Change vs previous 13F -109 shares

    2.23% of the 13F portfolio, value $6,099,451.

    13F-HR 0002035548-26-000001 filed by Brown Financial Advisors
    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 22,545 shares
    Change vs previous 13F -85 shares

    2.12% of the 13F portfolio, value $5,740,633.

    13F-HR 0002035548-25-000005 filed by Brown Financial Advisors
    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 22,630 shares
    Change vs previous 13F +454 shares

    1.81% of the 13F portfolio, value $4,642,997.

    13F-HR 0002035548-25-000003 filed by Brown Financial Advisors
    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 22,176 shares
    Change vs previous 13F +3,486 shares

    2.03% of the 13F portfolio, value $4,925,955.

    13F-HR 0002035548-25-000002 filed by Brown Financial Advisors
    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 18,690 shares
    Change vs previous 13F -858 shares

    1.88% of the 13F portfolio, value $4,680,350.

    13F-HR 0002035548-25-000001 filed by Brown Financial Advisors
    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 19,548 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $4,554,684.

    13F-HR 0002035548-24-000003 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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