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CAPTRUST FINANCIAL ADVISORS: AAPL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 8,124,407 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,124,407 shares
    Change vs previous 13F +336,185 shares

    3.6% of the 13F portfolio, value $2,350,878,440.

    13F-HR 0001062993-26-004295 filed by CAPTRUST 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 7,788,222 shares
    Change vs previous 13F +1,234,115 shares

    3.46% of the 13F portfolio, value $1,976,408,376.

    13F-HR 0001062993-26-002655 filed by CAPTRUST 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 6,554,107 shares
    Change vs previous 13F +396,393 shares

    3.39% of the 13F portfolio, value $1,781,799,484.

    13F-HR 0001062993-26-000955 filed by CAPTRUST 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 6,157,714 shares
    Change vs previous 13F +31,425 shares

    3.2% of the 13F portfolio, value $1,567,938,770.

    13F-HR 0001062993-25-016947 filed by CAPTRUST 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 6,126,289 shares
    Change vs previous 13F +8,447 shares

    2.8% of the 13F portfolio, value $1,256,930,782.

    13F-HR 0001062993-25-014473 filed by CAPTRUST 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 6,117,842 shares
    Change vs previous 13F +948,167 shares

    3.41% of the 13F portfolio, value $1,358,956,163.

    13F-HR 0001062993-25-009406 filed by CAPTRUST 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 5,169,675 shares
    Change vs previous 13F +235,670 shares

    3.7% of the 13F portfolio, value $1,294,590,061.

    13F-HR 0001062993-25-002458 filed by CAPTRUST 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 4,934,005 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $1,149,623,236.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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