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Disclosery

Ellenbecker Investment Group: AAPL position timeline

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

Ellenbecker Investment Group held 39,082 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 39,082 shares
    Change vs previous 13F +1,411 shares

    1.31% of the 13F portfolio, value $11,308,956.

    13F-HR 0001731497-26-000005 filed by Ellenbecker Investment Group
    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 37,671 shares
    Change vs previous 13F -1,005 shares

    1.29% of the 13F portfolio, value $9,560,642.

    13F-HR 0001731497-26-000002 filed by Ellenbecker Investment Group
    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 38,676 shares
    Change vs previous 13F +1,738 shares

    1.47% of the 13F portfolio, value $10,514,666.

    13F-HR 0001731497-26-000001 filed by Ellenbecker Investment Group
    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 36,938 shares
    Change vs previous 13F -374 shares

    1.39% of the 13F portfolio, value $9,405,574.

    13F-HR 0001731497-25-000007 filed by Ellenbecker Investment Group
    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 37,312 shares
    Change vs previous 13F +628 shares

    1.24% of the 13F portfolio, value $7,655,311.

    13F-HR 0001731497-25-000004 filed by Ellenbecker Investment Group
    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 36,684 shares
    Change vs previous 13F -213 shares

    1.46% of the 13F portfolio, value $8,148,676.

    13F-HR 0001731497-25-000003 filed by Ellenbecker Investment Group
    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 36,897 shares
    Change vs previous 13F +1,606 shares

    1.65% of the 13F portfolio, value $9,239,956.

    13F-HR 0001731497-25-000001 filed by Ellenbecker Investment Group
    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 35,291 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $8,222,993.

    13F-HR 0001731497-24-000006 filed by Ellenbecker Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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