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Investment Advisory Group, LLC: AAPL position timeline

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

Investment Advisory Group, LLC held 31,944 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,944 shares
    Change vs previous 13F +1,258 shares

    2.01% of the 13F portfolio, value $9,243,348.

    13F-HR 0001951757-26-001112 filed by Investment 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 30,686 shares
    Change vs previous 13F -342 shares

    1.98% of the 13F portfolio, value $7,787,805.

    13F-HR 0001951757-26-000704 filed by Investment 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 31,028 shares
    Change vs previous 13F -966 shares

    2.17% of the 13F portfolio, value $8,435,227.

    13F-HR 0001951757-26-000283 filed by Investment 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 31,994 shares
    Change vs previous 13F +654 shares

    2.22% of the 13F portfolio, value $8,146,709.

    13F-HR 0001951757-25-001244 filed by Investment 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 31,340 shares
    Change vs previous 13F -610 shares

    1.95% of the 13F portfolio, value $6,429,938.

    13F-HR 0001951757-25-000952 filed by Investment 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 31,950 shares
    Change vs previous 13F -351 shares

    2.37% of the 13F portfolio, value $7,097,028.

    13F-HR 0001951757-25-000353 filed by Investment 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 32,301 shares
    Change vs previous 13F -708 shares

    2.71% of the 13F portfolio, value $8,088,801.

    13F-HR 0001951757-25-000066 filed by Investment 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 33,009 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $7,691,203.

    13F-HR 0001951757-24-001033 filed by Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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