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Davis Wealth Advisors, LLC: AAPL position timeline

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

Davis Wealth Advisors, LLC held 5,928 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,928 shares
    Change vs previous 13F -100 shares

    1.33% of the 13F portfolio, value $1,715,528.

    13F-HR 0001214659-26-010181 filed by Davis Wealth 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 6,028 shares
    Change vs previous 13F -33 shares

    1.27% of the 13F portfolio, value $1,529,888.

    13F-HR 0001214659-26-006214 filed by Davis Wealth 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 6,061 shares
    Change vs previous 13F -29 shares

    1.37% of the 13F portfolio, value $1,647,640.

    13F-HR 0001214659-26-001926 filed by Davis Wealth 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 6,090 shares
    Change vs previous 13F -140 shares

    1.39% of the 13F portfolio, value $1,550,710.

    13F-HR 0001214659-26-011275 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 6,230 shares
    Change vs previous 13F +3,652 shares

    1.36% of the 13F portfolio, value $1,278,084.

    13F-HR 0001214659-26-011672 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F 2,578 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $572,799.

    13F-HR 0001214659-26-011670 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F 2,578 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $645,592.

    13F-HR 0001214659-26-011668 filed by Davis Wealth Advisors, LLC
    Accepted , ingested