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Legacy Advisors, LLC: AAPL position timeline

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

Legacy Advisors, LLC held 149,777 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 149,777 shares
    Change vs previous 13F +27,782 shares

    4.05% of the 13F portfolio, value $43,339,341.

    13F-HR 0001720969-26-000004 filed by Legacy Advisors, 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 121,995 shares
    Change vs previous 13F -4,606 shares

    3.65% of the 13F portfolio, value $30,961,081.

    13F-HR 0001720969-26-000003 filed by Legacy Advisors, 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 126,601 shares
    Change vs previous 13F +9,342 shares

    3.7% of the 13F portfolio, value $34,417,650.

    13F-HR 0001720969-26-000001 filed by Legacy Advisors, 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 117,259 shares
    Change vs previous 13F +92,947 shares

    3.69% of the 13F portfolio, value $29,857,685.

    13F-HR 0001720969-25-000003 filed by Legacy Advisors, 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 24,312 shares
    Change vs previous 13F -164,113 shares

    1.92% of the 13F portfolio, value $118,498.

    13F-HR 0001085146-25-004647 filed by Legacy Advisors, 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 188,425 shares
    Change vs previous 13F +16,014 shares

    4.38% of the 13F portfolio, value $41,854,778.

    13F-HR 0001667731-25-000489 filed by Legacy Advisors, 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 172,411 shares
    Change vs previous 13F +24,470 shares

    4.19% of the 13F portfolio, value $43,175,164.

    13F-HR 0001667731-25-000263 filed by Legacy Advisors, 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 147,941 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $34,470,319.

    13F-HR 0001720969-24-000004 filed by Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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