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HERITAGE OAK WEALTH ADVISORS LLC: AAPL position timeline

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

HERITAGE OAK WEALTH ADVISORS LLC held 18,518 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,518 shares
    Change vs previous 13F +1,040 shares

    1.59% of the 13F portfolio, value $5,358,399.

    13F-HR 0002035533-26-000003 filed by HERITAGE OAK 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 ended2026-03-31
    13F 17,478 shares
    Change vs previous 13F +1,023 shares

    1.41% of the 13F portfolio, value $4,435,842.

    13F-HR 0002035533-26-000002 filed by HERITAGE OAK 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 ended2025-12-31
    13F 16,455 shares
    Change vs previous 13F +538 shares

    1.65% of the 13F portfolio, value $4,473,569.

    13F-HR 0002035533-26-000001 filed by HERITAGE OAK 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 ended2025-09-30
    13F 15,917 shares
    Change vs previous 13F +206 shares

    1.47% of the 13F portfolio, value $4,052,908.

    13F-HR 0002035533-25-000006 filed by HERITAGE OAK 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 ended2025-06-30
    13F 15,711 shares
    Change vs previous 13F -1,216 shares

    1.24% of the 13F portfolio, value $3,223,387.

    13F-HR 0002035533-25-000003 filed by HERITAGE OAK 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 ended2025-03-31
    13F 16,927 shares
    Change vs previous 13F -84 shares

    1.65% of the 13F portfolio, value $3,760,101.

    13F-HR 0002036775-25-000004 filed by HERITAGE OAK 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 ended2024-12-31
    13F 17,011 shares
    Change vs previous 13F -6,145 shares

    2% of the 13F portfolio, value $4,259,968.

    13F-HR 0002035533-25-000001 filed by HERITAGE OAK 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 ended2024-09-30
    13F 23,156 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $5,395,255.

    13F-HR 0002035324-24-000005 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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