Skip to content
Disclosery

Detalus Advisors, LLC: AAPL position timeline

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

Detalus Advisors, LLC held 26,657 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,657 shares
    Change vs previous 13F +36 shares

    1.5% of the 13F portfolio, value $7,713,612.

    13F-HR 0001799677-26-000005 filed by Detalus 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 26,621 shares
    Change vs previous 13F +3,144 shares

    1.54% of the 13F portfolio, value $6,756,147.

    13F-HR 0001799677-26-000003 filed by Detalus 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 23,477 shares
    Change vs previous 13F +391 shares

    1.56% of the 13F portfolio, value $6,382,369.

    13F-HR 0001799677-26-000001 filed by Detalus 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 23,086 shares
    Change vs previous 13F -673 shares

    1.52% of the 13F portfolio, value $5,878,480.

    13F-HR 0001799677-25-000007 filed by Detalus 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 23,759 shares
    Change vs previous 13F -157 shares

    1.41% of the 13F portfolio, value $4,874,635.

    13F-HR 0001799677-25-000004 filed by Detalus 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 23,916 shares
    Change vs previous 13F +2,989 shares

    1.67% of the 13F portfolio, value $5,312,542.

    13F-HR 0001799677-25-000003 filed by Detalus 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 20,927 shares
    Change vs previous 13F -211 shares

    1.73% of the 13F portfolio, value $5,240,457.

    13F-HR 0001799677-25-000001 filed by Detalus 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 21,138 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $4,925,223.

    13F-HR 0001799677-24-000004 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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