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Gradient Capital Advisors, LLC: AAPL position timeline

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

Gradient Capital Advisors, LLC held 71,073 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,073 shares
    Change vs previous 13F -529 shares

    4.76% of the 13F portfolio, value $20,565,699.

    13F-HR 0001727917-26-000006 filed by Gradient Capital 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 ended2026-03-31
    13F 71,602 shares
    Change vs previous 13F -1,164 shares

    4.71% of the 13F portfolio, value $18,171,832.

    13F-HR 0001727917-26-000004 filed by Gradient Capital 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 ended2025-12-31
    13F 72,766 shares
    Change vs previous 13F -764 shares

    5.1% of the 13F portfolio, value $19,782,273.

    13F-HR 0001727917-26-000002 filed by Gradient Capital 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 ended2025-09-30
    13F 73,530 shares
    Change vs previous 13F -437 shares

    5.02% of the 13F portfolio, value $18,722,831.

    13F-HR 0001727917-25-000011 filed by Gradient Capital 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 ended2025-06-30
    13F 73,967 shares
    Change vs previous 13F -2,380 shares

    4.48% of the 13F portfolio, value $15,175,835.

    13F-HR 0001727917-25-000009 filed by Gradient Capital 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 ended2025-03-31
    13F 76,347 shares
    Change vs previous 13F -3,209 shares

    5.53% of the 13F portfolio, value $16,958,972.

    13F-HR 0001727917-25-000005 filed by Gradient Capital 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 ended2024-12-31
    13F 79,556 shares
    Change vs previous 13F -1,891 shares

    6.42% of the 13F portfolio, value $19,922,336.

    13F-HR 0001727917-25-000002 filed by Gradient Capital 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 ended2024-09-30
    13F 81,447 shares
    Change vs previous 13F not available

    6.28% of the 13F portfolio, value $18,977,070.

    13F-HR 0001727917-24-000010 filed by Gradient Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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