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FRG Family Wealth Advisors LLC: AAPL position timeline

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

FRG Family Wealth Advisors LLC held 89,749 AAPL shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 89,749 shares
    Change vs previous 13F -3,058 shares

    3.73% of the 13F portfolio, value $22,777,332.

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 92,807 shares
    Change vs previous 13F -1,056 shares

    3.92% of the 13F portfolio, value $25,230,381.

    13F-HR 0001893327-26-000001 filed by FRG Family 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 ended2025-09-30
    13F 93,863 shares
    Change vs previous 13F -3,047 shares

    3.85% of the 13F portfolio, value $23,900,414.

    13F-HR 0001893327-25-000008 filed by FRG Family 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 ended2025-06-30
    13F 96,910 shares
    Change vs previous 13F -834 shares

    3.46% of the 13F portfolio, value $19,883,036.

    13F-HR 0001893327-25-000005 filed by FRG Family 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 ended2025-03-31
    13F 97,744 shares
    Change vs previous 13F -1,146 shares

    4.19% of the 13F portfolio, value $21,711,825.

    13F-HR 0001893327-25-000002 filed by FRG Family 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 ended2024-12-31
    13F 98,890 shares
    Change vs previous 13F -273 shares

    4.5% of the 13F portfolio, value $24,764,014.

    13F-HR 0001893327-25-000001 filed by FRG Family 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 ended2024-09-30
    13F 99,163 shares
    Change vs previous 13F -364 shares

    4.13% of the 13F portfolio, value $23,105,023.

    13F-HR 0001893327-24-000005 filed by FRG Family 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 ended2024-06-30
    13F 99,527 shares
    Change vs previous 13F not available

    3.99% of the 13F portfolio, value $20,625,052.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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