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JIM SAULNIER & ASSOCIATES, LLC: AAPL position timeline

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

JIM SAULNIER & ASSOCIATES, LLC held 5,767 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,767 shares
    Change vs previous 13F -232 shares

    0.67% of the 13F portfolio, value $1,668,820.

    13F-HR 0002044420-26-000003 filed by JIM SAULNIER & ASSOCIATES, 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 5,999 shares
    Change vs previous 13F +313 shares

    0.74% of the 13F portfolio, value $1,522,566.

    13F-HR 0002044420-26-000002 filed by JIM SAULNIER & ASSOCIATES, 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 5,686 shares
    Change vs previous 13F +801 shares

    0.8% of the 13F portfolio, value $1,545,878.

    13F-HR 0002044420-26-000001 filed by JIM SAULNIER & ASSOCIATES, 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 4,885 shares
    Change vs previous 13F +2 shares

    0.69% of the 13F portfolio, value $1,243,848.

    13F-HR 0002044420-25-000005 filed by JIM SAULNIER & ASSOCIATES, 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 4,883 shares
    Change vs previous 13F +1 shares

    0.68% of the 13F portfolio, value $1,001,906.

    13F-HR 0002044420-25-000001 filed by JIM SAULNIER & ASSOCIATES, 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 4,882 shares
    Change vs previous 13F +3,146 shares

    0.84% of the 13F portfolio, value $1,084,332.

    13F-HR 0001843867-25-000006 filed by JIM SAULNIER & ASSOCIATES, 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 1,736 shares
    Change vs previous 13F +20 shares

    0.38% of the 13F portfolio, value $434,635.

    13F-HR 0001843867-25-000003 filed by JIM SAULNIER & ASSOCIATES, 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 1,716 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $399,836.

    13F-HR 0002044420-24-000002 filed by JIM SAULNIER & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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