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Disclosery

Financial Symmetry Inc: AAPL position timeline

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

Financial Symmetry Inc held 12,520 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,520 shares
    Change vs previous 13F -5 shares

    1.33% of the 13F portfolio, value $4,169,410.

    13F-HR 0002004843-26-000006 filed by Financial Symmetry Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,525 shares
    Change vs previous 13F +510 shares

    1.21% of the 13F portfolio, value $3,624,234.

    13F-HR 0002004843-26-000005 filed by Financial Symmetry Inc
    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 12,015 shares
    Change vs previous 13F -589 shares

    1.16% of the 13F portfolio, value $3,260,270.

    13F-HR 0002004843-26-000002 filed by Financial Symmetry Inc
    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 12,604 shares
    Change vs previous 13F -543 shares

    1.4% of the 13F portfolio, value $3,426,523.

    13F-HR 0002004843-26-000001 filed by Financial Symmetry Inc
    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 13,147 shares
    Change vs previous 13F +1,038 shares

    1.5% of the 13F portfolio, value $3,347,621.

    13F-HR 0002004843-25-000005 filed by Financial Symmetry Inc
    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 12,109 shares
    Change vs previous 13F +303 shares

    1.28% of the 13F portfolio, value $2,484,301.

    13F-HR 0002004843-25-000004 filed by Financial Symmetry Inc
    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 11,806 shares
    Change vs previous 13F +415 shares

    1.61% of the 13F portfolio, value $2,622,370.

    13F-HR 0002004843-25-000002 filed by Financial Symmetry Inc
    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 11,391 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $2,852,425.

    13F-HR 0002004843-25-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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