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FIDUCIARY FINANCIAL GROUP, LLC: AAPL position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 191,210 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 191,210 shares
    Change vs previous 13F -1,972 shares

    7.43% of the 13F portfolio, value $63,676,666.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 193,182 shares
    Change vs previous 13F +327 shares

    6.33% of the 13F portfolio, value $55,899,164.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 192,855 shares
    Change vs previous 13F +430 shares

    6.49% of the 13F portfolio, value $48,944,752.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 192,425 shares
    Change vs previous 13F -2,491 shares

    7.39% of the 13F portfolio, value $52,312,673.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 194,916 shares
    Change vs previous 13F +9,844 shares

    7.84% of the 13F portfolio, value $49,631,485.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 185,072 shares
    Change vs previous 13F +11,551 shares

    6.95% of the 13F portfolio, value $38,461,686.

    13F-HR 0001754960-25-000315 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 173,521 shares
    Change vs previous 13F -1,471 shares

    7.19% of the 13F portfolio, value $33,041,937.

    13F-HR 0001754960-25-000185 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 174,992 shares
    Change vs previous 13F not available

    9.09% of the 13F portfolio, value $41,446,845.

    13F-HR 0001754960-25-000008 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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