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Clearstead Advisors, LLC: AAPL position timeline

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

Clearstead Advisors, LLC held 1,030,593 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,030,593 shares
    Change vs previous 13F -119,551 shares

    2.82% of the 13F portfolio, value $298,212,058.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 1,150,144 shares
    Change vs previous 13F +162,727 shares

    2.67% of the 13F portfolio, value $291,894,976.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 987,417 shares
    Change vs previous 13F +24,165 shares

    3.39% of the 13F portfolio, value $268,439,125.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 963,252 shares
    Change vs previous 13F -12,166 shares

    3.57% of the 13F portfolio, value $245,272,842.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 975,418 shares
    Change vs previous 13F +11,258 shares

    2.81% of the 13F portfolio, value $200,126,540.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    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 964,160 shares
    Change vs previous 13F -32,491 shares

    3.32% of the 13F portfolio, value $214,168,746.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    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 996,651 shares
    Change vs previous 13F -5,888 shares

    3.8% of the 13F portfolio, value $249,581,476.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    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 1,002,539 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $233,591,617.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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