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Independence Financial Advisors, LLC: AAPL position timeline

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

Independence Financial Advisors, LLC held 2,276 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,276 shares
    Change vs previous 13F +2 shares

    0.19% of the 13F portfolio, value $757,798.

    13F-HR 0002066080-26-000004 filed by Independence Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,274 shares
    Change vs previous 13F -1,059 shares

    0.17% of the 13F portfolio, value $657,888.

    13F-HR 0002066080-26-000003 filed by Independence 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 ended2026-03-31
    13F 3,333 shares
    Change vs previous 13F -1,999 shares

    0.25% of the 13F portfolio, value $845,822.

    13F-HR 0002066080-26-000002 filed by Independence 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 ended2025-12-31
    13F 5,332 shares
    Change vs previous 13F -1,224 shares

    0.4% of the 13F portfolio, value $1,449,451.

    13F-HR 0002066080-26-000001 filed by Independence 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 ended2025-09-30
    13F 6,556 shares
    Change vs previous 13F -44 shares

    0.51% of the 13F portfolio, value $1,669,292.

    13F-HR 0002066080-25-000005 filed by Independence 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 ended2025-06-30
    13F 6,600 shares
    Change vs previous 13F -19 shares

    0.53% of the 13F portfolio, value $1,354,059.

    13F-HR 0002066080-25-000004 filed by Independence 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 ended2025-03-31
    13F 6,619 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,470,356.

    13F-HR 0002066080-25-000003 filed by Independence Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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