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Forvis Mazars Wealth Advisors, LLC: AAPL position timeline

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

Forvis Mazars Wealth Advisors, LLC held 180,791 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 180,791 shares
    Change vs previous 13F -5,154 shares

    0.99% of the 13F portfolio, value $60,206,999.

    13F-HR 0001352864-26-000014 filed by Forvis Mazars Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 185,945 shares
    Change vs previous 13F -11,182 shares

    0.9% of the 13F portfolio, value $53,804,916.

    13F-HR 0001352864-26-000006 filed by Forvis Mazars Wealth Advisors, LLC
    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 197,127 shares
    Change vs previous 13F -2,043 shares

    0.95% of the 13F portfolio, value $50,028,815.

    13F-HR 0001352864-26-000002 filed by Forvis Mazars Wealth Advisors, LLC
    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 199,170 shares
    Change vs previous 13F +21,692 shares

    1.02% of the 13F portfolio, value $54,146,282.

    13F-HR 0001352864-26-000001 filed by Forvis Mazars Wealth Advisors, LLC
    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 177,478 shares
    Change vs previous 13F -3,348 shares

    0.9% of the 13F portfolio, value $45,191,154.

    13F-HR 0001352864-25-000006 filed by Forvis Mazars Wealth Advisors, LLC
    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 180,826 shares
    Change vs previous 13F +10,259 shares

    0.8% of the 13F portfolio, value $37,100,170.

    13F-HR 0001085146-25-004245 filed by Forvis Mazars Wealth Advisors, LLC
    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 170,567 shares
    Change vs previous 13F -12,281 shares

    0.91% of the 13F portfolio, value $37,887,941.

    13F-HR 0001085146-25-003049 filed by Forvis Mazars Wealth Advisors, LLC
    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 182,848 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $45,788,890.

    13F-HR 0001085146-25-000729 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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