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Centerpoint Advisory Group: AAPL position timeline

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

Centerpoint Advisory Group held 20,646 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,646 shares
    Change vs previous 13F +215 shares

    3.79% of the 13F portfolio, value $5,974,019.

    13F-HR 0002085853-26-000899 filed by Centerpoint Advisory Group
    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 20,431 shares
    Change vs previous 13F -1,030 shares

    3.9% of the 13F portfolio, value $5,185,085.

    13F-HR 0002085853-26-000522 filed by Centerpoint Advisory Group
    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 21,461 shares
    Change vs previous 13F -12 shares

    4.49% of the 13F portfolio, value $5,834,274.

    13F-HR 0002085853-26-000190 filed by Centerpoint Advisory Group
    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 21,473 shares
    Change vs previous 13F -314 shares

    4.26% of the 13F portfolio, value $5,467,559.

    13F-HR 0002085853-25-000219 filed by Centerpoint Advisory Group
    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 21,787 shares
    Change vs previous 13F -222 shares

    3.88% of the 13F portfolio, value $4,469,945.

    13F-HR 0001667731-25-001053 filed by Centerpoint Advisory Group
    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 22,009 shares
    Change vs previous 13F -2,049 shares

    4.81% of the 13F portfolio, value $4,888,748.

    13F-HR 0001667731-25-000479 filed by Centerpoint Advisory Group
    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 24,058 shares
    Change vs previous 13F not available

    5.83% of the 13F portfolio, value $6,024,730.

    13F-HR 0001667731-25-000186 filed by Centerpoint Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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