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Disclosery

Heritage Wealth Advisors: AAPL position timeline

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

Heritage Wealth Advisors held 240,896 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,896 shares
    Change vs previous 13F -2,778 shares

    2.39% of the 13F portfolio, value $69,705,730.

    13F-HR 0001591122-26-000008 filed by Heritage 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 243,674 shares
    Change vs previous 13F -29,133 shares

    2.42% of the 13F portfolio, value $61,841,926.

    13F-HR 0001591122-26-000003 filed by Heritage 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 272,807 shares
    Change vs previous 13F -3,123 shares

    2.83% of the 13F portfolio, value $74,165,213.

    13F-HR 0001591122-26-000002 filed by Heritage 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 275,930 shares
    Change vs previous 13F +3,947 shares

    3.08% of the 13F portfolio, value $70,260,039.

    13F-HR 0001591122-25-000010 filed by Heritage 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 271,983 shares
    Change vs previous 13F +315 shares

    2.65% of the 13F portfolio, value $55,802,841.

    13F-HR 0001591122-25-000007 filed by Heritage 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 271,668 shares
    Change vs previous 13F +1,692 shares

    3.06% of the 13F portfolio, value $60,345,526.

    13F-HR 0001591122-25-000004 filed by Heritage 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 269,976 shares
    Change vs previous 13F -16,537 shares

    3.35% of the 13F portfolio, value $67,607,473.

    13F-HR 0001591122-25-000002 filed by Heritage 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 286,513 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $66,757,496.

    13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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