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Disclosery

Helium Advisors LLC: AAPL position timeline

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

Helium Advisors LLC held 15,160 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,160 shares
    Change vs previous 13F -454 shares

    3.64% of the 13F portfolio, value $4,386,813.

    13F-HR 0002056653-26-000004 filed by Helium 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 15,614 shares
    Change vs previous 13F -1,060 shares

    3.78% of the 13F portfolio, value $3,962,616.

    13F-HR 0002056653-26-000003 filed by Helium 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 16,674 shares
    Change vs previous 13F -6,781 shares

    4.59% of the 13F portfolio, value $4,532,906.

    13F-HR 0002056653-26-000001 filed by Helium 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 23,455 shares
    Change vs previous 13F -5,278 shares

    4.99% of the 13F portfolio, value $5,972,406.

    13F-HR 0002056653-25-000005 filed by Helium 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 28,733 shares
    Change vs previous 13F -902 shares

    3.73% of the 13F portfolio, value $5,895,154.

    13F-HR 0002056653-25-000002 filed by Helium 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 29,635 shares
    Change vs previous 13F -3,040 shares

    4.79% of the 13F portfolio, value $6,582,819.

    13F-HR 0001510940-25-000001 filed by Helium 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 32,675 shares
    Change vs previous 13F not available

    6.48% of the 13F portfolio, value $8,182,504.

    13F-HR 0002056653-25-000001 filed by Helium Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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