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Independent Advisor Alliance: AAPL position timeline

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

Independent Advisor Alliance held 887,758 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 887,758 shares
    Change vs previous 13F +16,234 shares

    6.02% of the 13F portfolio, value $256,881,429.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 871,524 shares
    Change vs previous 13F -56,469 shares

    2.37% of the 13F portfolio, value $221,184,078.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 927,993 shares
    Change vs previous 13F +8,222 shares

    6.13% of the 13F portfolio, value $252,284,103.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 919,771 shares
    Change vs previous 13F -23,359 shares

    6.09% of the 13F portfolio, value $234,201,351.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 943,130 shares
    Change vs previous 13F -17,240 shares

    5.58% of the 13F portfolio, value $193,501,961.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 960,370 shares
    Change vs previous 13F +8,263 shares

    7.05% of the 13F portfolio, value $213,326,982.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 952,107 shares
    Change vs previous 13F +84,241 shares

    3.16% of the 13F portfolio, value $238,426,754.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 867,866 shares
    Change vs previous 13F not available

    7.36% of the 13F portfolio, value $202,212,644.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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