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Disclosery

Fiduciary Group, LLC: AAPL position timeline

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

Fiduciary Group, LLC held 224,982 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,982 shares
    Change vs previous 13F +4,345 shares

    5.11% of the 13F portfolio, value $65,100,832.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 220,637 shares
    Change vs previous 13F -676 shares

    4.78% of the 13F portfolio, value $55,995,523.

    13F-HR 0001645890-26-000002 filed by Fiduciary 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 ended2025-12-31
    13F 221,313 shares
    Change vs previous 13F -2,651 shares

    5.05% of the 13F portfolio, value $60,166,135.

    13F-HR 0001645890-26-000001 filed by Fiduciary 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 ended2025-09-30
    13F 223,964 shares
    Change vs previous 13F -1,537 shares

    5.01% of the 13F portfolio, value $57,027,863.

    13F-HR 0001645890-25-000013 filed by Fiduciary 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 ended2025-06-30
    13F 225,501 shares
    Change vs previous 13F -957 shares

    4.35% of the 13F portfolio, value $46,266,102.

    13F-HR 0001645890-25-000004 filed by Fiduciary 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 ended2025-03-31
    13F 226,458 shares
    Change vs previous 13F +15 shares

    5.04% of the 13F portfolio, value $50,303,098.

    13F-HR 0001645890-25-000003 filed by Fiduciary 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 ended2024-12-31
    13F 226,443 shares
    Change vs previous 13F +3,909 shares

    5.69% of the 13F portfolio, value $56,705,756.

    13F-HR 0001645890-25-000001 filed by Fiduciary 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 ended2024-09-30
    13F 222,534 shares
    Change vs previous 13F not available

    5.25% of the 13F portfolio, value $51,850,484.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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