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Financial Advisory Group: AAPL position timeline

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

Financial Advisory Group held 78,332 AAPL shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 78,332 shares
    Change vs previous 13F -199 shares

    2.37% of the 13F portfolio, value $13,432,367.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 78,531 shares
    Change vs previous 13F -335 shares

    2.87% of the 13F portfolio, value $15,119,538.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 78,866 shares
    Change vs previous 13F -2,503 shares

    2.78% of the 13F portfolio, value $13,502,658.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 81,369 shares
    Change vs previous 13F -3,003 shares

    3.12% of the 13F portfolio, value $15,783,080.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 84,372 shares
    Change vs previous 13F -1,507 shares

    2.81% of the 13F portfolio, value $13,912,913.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 85,879 shares
    Change vs previous 13F -2,036 shares

    2.37% of the 13F portfolio, value $11,158,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 87,915 shares
    Change vs previous 13F +2,222 shares

    2.74% of the 13F portfolio, value $12,150,000.

    13F-HR 0001539338-22-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 85,693 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $11,716,000.

    13F-HR 0001539338-22-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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