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HCR Wealth Advisors: AAPL position timeline

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

HCR Wealth Advisors held 514,279 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 514,279 shares
    Change vs previous 13F +3,030 shares

    13.32% of the 13F portfolio, value $148,811,880.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 511,249 shares
    Change vs previous 13F -23,033 shares

    13.45% of the 13F portfolio, value $129,749,996.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 534,282 shares
    Change vs previous 13F -2,548 shares

    14.39% of the 13F portfolio, value $145,250,129.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 536,830 shares
    Change vs previous 13F +7,424 shares

    14.29% of the 13F portfolio, value $138,035,262.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 529,406 shares
    Change vs previous 13F +1,750 shares

    12.78% of the 13F portfolio, value $108,618,271.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 527,656 shares
    Change vs previous 13F -2,102 shares

    15.26% of the 13F portfolio, value $117,208,231.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 529,758 shares
    Change vs previous 13F -770 shares

    16.62% of the 13F portfolio, value $132,662,232.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 530,528 shares
    Change vs previous 13F not available

    16.18% of the 13F portfolio, value $123,613,159.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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