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Investmark Advisory Group LLC: AAPL position timeline

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

Investmark Advisory Group LLC held 42,460 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,460 shares
    Change vs previous 13F +193 shares

    4.67% of the 13F portfolio, value $12,286,349.

    13F-HR 0001172661-26-003182 filed by Investmark Advisory Group 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 42,267 shares
    Change vs previous 13F -1,264 shares

    4.59% of the 13F portfolio, value $10,727,157.

    13F-HR 0001172661-26-002249 filed by Investmark Advisory Group 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 43,531 shares
    Change vs previous 13F -786 shares

    5.04% of the 13F portfolio, value $11,834,598.

    13F-HR 0001172661-26-000347 filed by Investmark Advisory Group 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 44,317 shares
    Change vs previous 13F +174 shares

    4.89% of the 13F portfolio, value $11,284,480.

    13F-HR 0001172661-25-004399 filed by Investmark Advisory Group 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 44,143 shares
    Change vs previous 13F -256 shares

    4.24% of the 13F portfolio, value $9,057,015.

    13F-HR 0001172661-25-003439 filed by Investmark Advisory Group 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 44,399 shares
    Change vs previous 13F -2,344 shares

    4.87% of the 13F portfolio, value $9,862,570.

    13F-HR 0001172661-25-002023 filed by Investmark Advisory Group 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 46,743 shares
    Change vs previous 13F -281 shares

    5.74% of the 13F portfolio, value $11,705,604.

    13F-HR 0001172661-25-001322 filed by Investmark Advisory Group 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 47,024 shares
    Change vs previous 13F not available

    5.32% of the 13F portfolio, value $10,956,622.

    13F-HR 0001172661-24-005067 filed by Investmark Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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