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Highland Financial Advisors, LLC: AAPL position timeline

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

Highland Financial Advisors, LLC held 7,679 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,679 shares
    Change vs previous 13F +141 shares

    0.49% of the 13F portfolio, value $2,222,050.

    13F-HR 0002063364-26-000184 filed by Highland Financial 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 7,538 shares
    Change vs previous 13F +509 shares

    0.51% of the 13F portfolio, value $1,913,115.

    13F-HR 0002063364-26-000113 filed by Highland Financial 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 7,029 shares
    Change vs previous 13F +192 shares

    0.53% of the 13F portfolio, value $1,910,956.

    13F-HR 0002063364-26-000024 filed by Highland Financial 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 6,837 shares
    Change vs previous 13F +416 shares

    0.5% of the 13F portfolio, value $1,740,792.

    13F-HR 0002063364-25-000254 filed by Highland Financial 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 6,421 shares
    Change vs previous 13F +100 shares

    0.42% of the 13F portfolio, value $1,317,459.

    13F-HR 0002063364-25-000133 filed by Highland Financial 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 6,321 shares
    Change vs previous 13F -563 shares

    0.5% of the 13F portfolio, value $1,404,097.

    13F-HR 0002063364-25-000011 filed by Highland Financial 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 6,884 shares
    Change vs previous 13F +663 shares

    0.6% of the 13F portfolio, value $1,724,000.

    13F-HR 0001939237-25-000002 filed by Highland Financial 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 6,221 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,449,000.

    13F-HR 0001939237-24-000012 filed by Highland Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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