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Eagle Wealth Advisors LLC: AAPL position timeline

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

Eagle Wealth Advisors LLC held 34,213 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,213 shares
    Change vs previous 13F -1,907 shares

    7.55% of the 13F portfolio, value $9,899,874.

    13F-HR 0002107271-26-000003 filed by Eagle 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 36,120 shares
    Change vs previous 13F -4,631 shares

    8.46% of the 13F portfolio, value $9,166,895.

    13F-HR 0002107271-26-000002 filed by Eagle 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 40,751 shares
    Change vs previous 13F not available

    9.44% of the 13F portfolio, value $11,078,465.

    13F-HR 0002107271-26-000001 filed by Eagle Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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