Ipsen Advisor Group LLC: AAPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ipsen Advisor Group LLC on AAPL, newest first. How the timeline and the estimate are built.
Ipsen Advisor Group LLC held 9,691 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 9,691 sharesChange vs previous 13F -278 shares
1.8% of the 13F portfolio, value $2,804,304.
13F-HR 0001964922-26-000004 filed by Ipsen Advisor Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,969 sharesChange vs previous 13F +4 shares
1.77% of the 13F portfolio, value $2,530,087.
13F-HR 0001964922-26-000002 filed by Ipsen Advisor Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,965 sharesChange vs previous 13F -867 shares
1.93% of the 13F portfolio, value $2,709,193.
13F-HR 0001964922-26-000001 filed by Ipsen Advisor Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,832 sharesChange vs previous 13F +139 shares
1.98% of the 13F portfolio, value $2,758,232.
13F-HR 0001964922-25-000002 filed by Ipsen Advisor Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,693 sharesChange vs previous 13F +4,053 shares
1.67% of the 13F portfolio, value $2,193,827.
13F-HR 0001085146-25-004587 filed by Ipsen Advisor Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,640 sharesChange vs previous 13F +283 shares
1.27% of the 13F portfolio, value $1,474,990.
13F-HR 0001085146-25-002095 filed by Ipsen Advisor Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,357 sharesChange vs previous 13F not available
1.36% of the 13F portfolio, value $1,591,838.
13F-HR 0001085146-25-001022 filed by Ipsen Advisor Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).