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ERn Financial, LLC: AAPL position timeline

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

ERn Financial, LLC held 22,779 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,779 shares
    Change vs previous 13F +559 shares

    1.09% of the 13F portfolio, value $6,591,248.

    13F-HR 0001768302-26-000004 filed by ERn Financial, 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 22,220 shares
    Change vs previous 13F +4,713 shares

    1.06% of the 13F portfolio, value $5,639,203.

    13F-HR 0001768302-26-000003 filed by ERn Financial, 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 17,507 shares
    Change vs previous 13F -225 shares

    0.89% of the 13F portfolio, value $4,759,480.

    13F-HR 0001768302-26-000001 filed by ERn Financial, 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 17,732 shares
    Change vs previous 13F -2,983 shares

    0.89% of the 13F portfolio, value $4,515,216.

    13F-HR 0001768302-25-000007 filed by ERn Financial, 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 20,715 shares
    Change vs previous 13F -21,420 shares

    0.9% of the 13F portfolio, value $4,250,039.

    13F-HR 0001768302-25-000004 filed by ERn Financial, 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 42,135 shares
    Change vs previous 13F -8,605 shares

    1.48% of the 13F portfolio, value $9,359,527.

    13F-HR 0001768302-25-000003 filed by ERn Financial, 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 50,740 shares
    Change vs previous 13F +7,754 shares

    1.91% of the 13F portfolio, value $12,706,297.

    13F-HR 0001768302-25-000001 filed by ERn Financial, 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 42,986 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $10,015,711.

    13F-HR 0001768302-24-000008 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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