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Financial Advocates Investment Management: AAPL position timeline

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

Financial Advocates Investment Management held 71,372 AAPL shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 71,372 shares
    Change vs previous 13F -150,768 shares

    10.22% of the 13F portfolio, value $18,173,454.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 222,140 shares
    Change vs previous 13F +133,275 shares

    3.72% of the 13F portfolio, value $45,576,419.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 88,865 shares
    Change vs previous 13F -263,829 shares

    1.39% of the 13F portfolio, value $19,739,482.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 352,694 shares
    Change vs previous 13F -13,633 shares

    5.03% of the 13F portfolio, value $88,321,671.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 366,327 shares
    Change vs previous 13F -10,221 shares

    4.83% of the 13F portfolio, value $85,354,086.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 376,548 shares
    Change vs previous 13F -21,708 shares

    4.93% of the 13F portfolio, value $79,308,524.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 398,256 shares
    Change vs previous 13F +15,851 shares

    3.96% of the 13F portfolio, value $68,292,906.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 382,405 shares
    Change vs previous 13F not available

    4.81% of the 13F portfolio, value $73,624,446.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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