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Disclosery

Evanson Asset Management, LLC: AAPL position timeline

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

Evanson Asset Management, LLC held 266,862 AAPL shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 266,862 shares
    Change vs previous 13F +1,584 shares

    3.64% of the 13F portfolio, value $67,726,805.

    13F-HR 0001626379-26-000002 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 265,278 shares
    Change vs previous 13F -32,889 shares

    3.89% of the 13F portfolio, value $72,118,468.

    13F-HR 0001626379-26-000001 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 298,167 shares
    Change vs previous 13F -41,906 shares

    4.28% of the 13F portfolio, value $75,922,180.

    13F-HR 0001085146-25-005927 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 340,073 shares
    Change vs previous 13F -76,522 shares

    4.34% of the 13F portfolio, value $69,772,793.

    13F-HR 0001085146-25-003862 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 416,595 shares
    Change vs previous 13F -6,298 shares

    6.56% of the 13F portfolio, value $92,538,239.

    13F-HR 0001085146-25-002223 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 422,893 shares
    Change vs previous 13F -583 shares

    7.25% of the 13F portfolio, value $105,900,884.

    13F-HR 0001085146-25-000238 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 423,476 shares
    Change vs previous 13F -1,091 shares

    6.96% of the 13F portfolio, value $98,669,969.

    13F-HR 0001085146-24-004669 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 424,567 shares
    Change vs previous 13F not available

    6.58% of the 13F portfolio, value $89,422,276.

    13F-HR 0001085146-24-002926 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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