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Englebert Financial Advisers, LLC: AAPL position timeline

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

Englebert Financial Advisers, LLC held 4,223 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,223 shares
    Change vs previous 13F -153 shares

    1.21% of the 13F portfolio, value $1,221,967.

    13F-HR 0002097035-26-000005 filed by Englebert Financial Advisers, 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 4,376 shares
    Change vs previous 13F +1,481 shares

    1.26% of the 13F portfolio, value $1,110,585.

    13F-HR 0002097035-26-000004 filed by Englebert Financial Advisers, 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 2,895 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $787,035.

    13F-HR 0002097035-26-000003 filed by Englebert Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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