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Disclosery

Finivi Inc.: AAPL position timeline

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

Finivi Inc. held 22,222 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,222 shares
    Change vs previous 13F -982 shares

    3.3% of the 13F portfolio, value $6,430,145.

    13F-HR 0002085853-26-000668 filed by Finivi Inc.
    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 23,204 shares
    Change vs previous 13F +1,242 shares

    3.22% of the 13F portfolio, value $5,888,948.

    13F-HR 0002085853-26-000338 filed by Finivi Inc.
    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 21,962 shares
    Change vs previous 13F -784 shares

    3.45% of the 13F portfolio, value $5,970,580.

    13F-HR 0002085853-26-000104 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 22,746 shares
    Change vs previous 13F +225 shares

    3.69% of the 13F portfolio, value $5,791,701.

    13F-HR 0002085853-25-000310 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 22,521 shares
    Change vs previous 13F +259 shares

    3.13% of the 13F portfolio, value $4,620,688.

    13F-HR 0002085853-25-000309 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 22,262 shares
    Change vs previous 13F +575 shares

    3.98% of the 13F portfolio, value $4,944,983.

    13F-HR 0002085853-25-000308 filed by Finivi Inc.
    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 21,687 shares
    Change vs previous 13F +504 shares

    4.34% of the 13F portfolio, value $5,430,981.

    13F-HR 0002085853-25-000307 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 21,183 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $4,935,683.

    13F-HR 0002085853-25-000306 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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