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Herold Advisors, Inc.: AAPL position timeline

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

Herold Advisors, Inc. held 82,587 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,587 shares
    Change vs previous 13F -1,362 shares

    4.72% of the 13F portfolio, value $23,894,000.

    13F-HR 0001172661-26-002737 filed by Herold Advisors, Inc.
    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 83,949 shares
    Change vs previous 13F +2,050 shares

    4.68% of the 13F portfolio, value $21,305,565.

    13F-HR 0001172661-26-001982 filed by Herold Advisors, Inc.
    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 81,899 shares
    Change vs previous 13F -2,746 shares

    4.98% of the 13F portfolio, value $22,264,850.

    13F-HR 0001172661-26-001090 filed by Herold Advisors, Inc.
    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 84,645 shares
    Change vs previous 13F -10,400 shares

    5% of the 13F portfolio, value $21,554,748.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, Inc.
    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 95,045 shares
    Change vs previous 13F -4,625 shares

    4.09% of the 13F portfolio, value $19,500,777.

    13F-HR 0001172661-25-003383 filed by Herold Advisors, Inc.
    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 99,670 shares
    Change vs previous 13F +4,076 shares

    4.86% of the 13F portfolio, value $22,141,564.

    13F-HR 0001172661-25-001744 filed by Herold Advisors, Inc.
    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 95,594 shares
    Change vs previous 13F -1,332 shares

    5.22% of the 13F portfolio, value $23,940,580.

    13F-HR 0001172661-25-001072 filed by Herold Advisors, Inc.
    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 96,926 shares
    Change vs previous 13F not available

    4.9% of the 13F portfolio, value $22,585,635.

    13F-HR 0001172661-24-005010 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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