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Disclosery

Intelligent Financial Strategies: AAPL position timeline

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

Intelligent Financial Strategies held 11,750 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,750 shares
    Change vs previous 13F -1 shares

    1.64% of the 13F portfolio, value $3,400,032.

    13F-HR 0001911000-26-000004 filed by Intelligent Financial Strategies
    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 11,751 shares
    Change vs previous 13F -412 shares

    1.55% of the 13F portfolio, value $2,982,267.

    13F-HR 0001911000-26-000002 filed by Intelligent Financial Strategies
    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 12,163 shares
    Change vs previous 13F +1 shares

    1.59% of the 13F portfolio, value $3,306,629.

    13F-HR 0001911000-26-000001 filed by Intelligent Financial Strategies
    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 12,162 shares
    Change vs previous 13F -6,781 shares

    1.51% of the 13F portfolio, value $3,096,893.

    13F-HR 0001911000-25-000008 filed by Intelligent Financial Strategies
    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 18,943 shares
    Change vs previous 13F -1,075 shares

    2.06% of the 13F portfolio, value $3,886,609.

    13F-HR 0001911000-25-000007 filed by Intelligent Financial Strategies
    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 20,018 shares
    Change vs previous 13F -174 shares

    2.32% of the 13F portfolio, value $4,446,489.

    13F-HR 0001911000-25-000005 filed by Intelligent Financial Strategies
    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 20,192 shares
    Change vs previous 13F +1 shares

    2.8% of the 13F portfolio, value $5,056,425.

    13F-HR 0001911000-25-000001 filed by Intelligent Financial Strategies
    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 20,191 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $4,704,506.

    13F-HR 0001911000-24-000005 filed by Intelligent Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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