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Disclosery

Claris Financial LLC: AAPL position timeline

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

Claris Financial LLC held 33,714 AAPL shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 33,714 shares
    Change vs previous 13F -864 shares

    4.68% of the 13F portfolio, value $8,556,164.

    13F-HR 0001213900-26-058149 filed by Claris 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 ended2025-12-31
    13F 34,578 shares
    Change vs previous 13F -536 shares

    5% of the 13F portfolio, value $9,400,425.

    13F-HR 0001213900-26-018373 filed by Claris 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 ended2025-09-30
    13F 35,114 shares
    Change vs previous 13F +12,124 shares

    5.08% of the 13F portfolio, value $8,941,036.

    13F-HR 0001213900-26-040912 filed by Claris 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 ended2025-06-30
    13F 22,990 shares
    Change vs previous 13F -13,218 shares

    3.55% of the 13F portfolio, value $4,716,847.

    13F-HR 0001213900-25-080559 filed by Claris 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 ended2025-03-31
    13F 36,208 shares
    Change vs previous 13F 0 shares

    5.96% of the 13F portfolio, value $9,067,106.

    13F-HR 0001213900-25-055338 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 36,208 shares
    Change vs previous 13F not available

    5.96% of the 13F portfolio, value $9,067,106.

    13F-HR 0001213900-25-054892 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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