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FormulaFolio Investments, LLC: AAPL position timeline

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

FormulaFolio Investments, LLC held 6,556 AAPL shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 6,556 shares
    Change vs previous 13F +5 shares

    0.3% of the 13F portfolio, value $898,000.

    13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 6,551 shares
    Change vs previous 13F -319,125 shares

    0.27% of the 13F portfolio, value $825,000.

    13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 325,676 shares
    Change vs previous 13F +135,173 shares

    0.91% of the 13F portfolio, value $43,214,000.

    13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 190,503 shares
    Change vs previous 13F +149,156 shares

    0.85% of the 13F portfolio, value $22,062,000.

    13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 41,347 shares
    Change vs previous 13F -2,769 shares

    0.61% of the 13F portfolio, value $15,083,000.

    13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 44,116 shares
    Change vs previous 13F -2,631 shares

    0.6% of the 13F portfolio, value $11,218,000.

    13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 46,747 shares
    Change vs previous 13F +5,109 shares

    0.49% of the 13F portfolio, value $13,727,000.

    13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 41,638 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $9,326,000.

    13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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