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Capital Squared Financial LLC: AAPL position timeline

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

Capital Squared Financial LLC held 14,468 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,468 shares
    Change vs previous 13F +19 shares

    2.74% of the 13F portfolio, value $4,186,480.

    13F-HR 0002128691-26-000005 filed by Capital Squared Financial 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 14,449 shares
    Change vs previous 13F +35 shares

    2.8% of the 13F portfolio, value $3,666,958.

    13F-HR 0002128691-26-000004 filed by Capital Squared Financial 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 14,414 shares
    Change vs previous 13F -77 shares

    3.06% of the 13F portfolio, value $3,918,560.

    13F-HR 0002128691-26-000003 filed by Capital Squared Financial 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 14,491 shares
    Change vs previous 13F +1,401 shares

    3.2% of the 13F portfolio, value $3,689,752.

    13F-HR 0002128691-26-000002 filed by Capital Squared Financial 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 13,090 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $2,685,762.

    13F-HR 0002128691-26-000001 filed by Capital Squared Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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