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Evernest Financial Advisors, LLC: AAPL position timeline

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

Evernest Financial Advisors, LLC held 53,254 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,254 shares
    Change vs previous 13F -81,868 shares

    3.22% of the 13F portfolio, value $15,409,537.

    13F-HR 0002009530-26-000006 filed by Evernest Financial 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 135,122 shares
    Change vs previous 13F +99 shares

    7.51% of the 13F portfolio, value $36,160,035.

    13F-HR 0002009530-26-000005 filed by Evernest Financial 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 135,023 shares
    Change vs previous 13F +96,938 shares

    7.77% of the 13F portfolio, value $37,080,088.

    13F-HR 0002009530-26-000001 filed by Evernest Financial Advisors, 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 38,085 shares
    Change vs previous 13F +783 shares

    2.72% of the 13F portfolio, value $9,697,599.

    13F-HR 0002009530-25-000008 filed by Evernest Financial Advisors, 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 37,302 shares
    Change vs previous 13F +395 shares

    2.48% of the 13F portfolio, value $7,653,157.

    13F-HR 0001929986-25-000007 filed by Evernest Financial Advisors, 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 36,907 shares
    Change vs previous 13F -112,895 shares

    2.94% of the 13F portfolio, value $8,198,112.

    13F-HR 0002009530-25-000002 filed by Evernest Financial Advisors, 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 149,802 shares
    Change vs previous 13F -1,543 shares

    9.73% of the 13F portfolio, value $37,513,530.

    13F-HR 0002009530-25-000001 filed by Evernest Financial Advisors, 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 151,345 shares
    Change vs previous 13F not available

    9.51% of the 13F portfolio, value $35,263,402.

    13F-HR 0002009530-24-000009 filed by Evernest Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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