Foster Victor Wealth Advisors, LLC: AAPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foster Victor Wealth Advisors, LLC on AAPL, newest first. How the timeline and the estimate are built.
Foster Victor Wealth Advisors, LLC held 111,885 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 111,885 sharesChange vs previous 13F +1,724 shares
1.85% of the 13F portfolio, value $35,228,101.
13F-HR 0001769063-26-000003 filed by Foster Victor Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 110,161 sharesChange vs previous 13F +44,659 shares
1.63% of the 13F portfolio, value $28,512,898.
13F-HR 0001769063-26-000002 filed by Foster Victor Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 65,502 sharesChange vs previous 13F -1,145 shares
0.98% of the 13F portfolio, value $16,737,786.
13F-HR 0001769063-26-000001 filed by Foster Victor Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 66,647 sharesChange vs previous 13F +2,136 shares
1.07% of the 13F portfolio, value $17,196,168.
13F-HR 0001085146-25-005901 filed by Foster Victor Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 64,511 sharesChange vs previous 13F +3,455 shares
0.92% of the 13F portfolio, value $13,620,892.
13F-HR 0001085146-25-003864 filed by Foster Victor Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 61,056 sharesChange vs previous 13F +3,103 shares
0.97% of the 13F portfolio, value $12,098,179.
13F-HR 0001085146-25-002140 filed by Foster Victor Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 57,953 sharesChange vs previous 13F +50 shares
1.02% of the 13F portfolio, value $13,328,014.
13F-HR 0001085146-25-000412 filed by Foster Victor Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 57,903 sharesChange vs previous 13F not available
1.06% of the 13F portfolio, value $13,291,148.
13F-HR 0001085146-24-004905 filed by Foster Victor Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).