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Carson Advisory Inc.: AAPL position timeline

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

Carson Advisory Inc. held 19,641 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,641 shares
    Change vs previous 13F +678 shares

    2.61% of the 13F portfolio, value $5,683,204.

    13F-HR 0001909304-26-000005 filed by Carson Advisory Inc.
    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 18,963 shares
    Change vs previous 13F +241 shares

    2.49% of the 13F portfolio, value $4,812,651.

    13F-HR 0001909304-26-000003 filed by Carson Advisory Inc.
    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 18,722 shares
    Change vs previous 13F -656 shares

    2.65% of the 13F portfolio, value $5,089,896.

    13F-HR 0001909304-26-000001 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 19,378 shares
    Change vs previous 13F +38 shares

    2.66% of the 13F portfolio, value $4,934,173.

    13F-HR 0001909304-25-000006 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 19,340 shares
    Change vs previous 13F -788 shares

    2.52% of the 13F portfolio, value $3,968,043.

    13F-HR 0001909304-25-000004 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 20,128 shares
    Change vs previous 13F -672 shares

    3.01% of the 13F portfolio, value $4,471,076.

    13F-HR 0001909304-25-000002 filed by Carson Advisory Inc.
    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 20,800 shares
    Change vs previous 13F -1,681 shares

    3.62% of the 13F portfolio, value $5,208,652.

    13F-HR 0001909304-25-000001 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 22,481 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $5,238,119.

    13F-HR 0001909304-24-000005 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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