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Disclosery

Fiduciary Alliance LLC: AAPL position timeline

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

Fiduciary Alliance LLC held 174,201 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,201 shares
    Change vs previous 13F -57,422 shares

    3.41% of the 13F portfolio, value $50,406,042.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 231,623 shares
    Change vs previous 13F -10,609 shares

    3.72% of the 13F portfolio, value $61,711,415.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 242,232 shares
    Change vs previous 13F -3,810 shares

    4.3% of the 13F portfolio, value $65,853,186.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 246,042 shares
    Change vs previous 13F +6 shares

    4.2% of the 13F portfolio, value $62,649,665.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 246,036 shares
    Change vs previous 13F +12,262 shares

    3.76% of the 13F portfolio, value $50,479,199.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 233,774 shares
    Change vs previous 13F +7,658 shares

    5.1% of the 13F portfolio, value $51,928,175.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 226,116 shares
    Change vs previous 13F +32,724 shares

    5.72% of the 13F portfolio, value $56,624,088.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance 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 193,392 shares
    Change vs previous 13F not available

    5.98% of the 13F portfolio, value $45,060,266.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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