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Level Financial Advisors: AAPL position timeline

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

Level Financial Advisors held 8,407 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,407 shares
    Change vs previous 13F -91 shares

    0.54% of the 13F portfolio, value $2,432,754.

    13F-HR 0001871734-26-000003 filed by Level Financial Advisors
    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 8,498 shares
    Change vs previous 13F +562 shares

    0.55% of the 13F portfolio, value $2,156,819.

    13F-HR 0001871734-26-000002 filed by Level Financial Advisors
    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 7,936 shares
    Change vs previous 13F -669 shares

    0.57% of the 13F portfolio, value $2,157,379.

    13F-HR 0001871734-26-000001 filed by Level Financial Advisors
    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 8,605 shares
    Change vs previous 13F -6 shares

    0.62% of the 13F portfolio, value $2,190,983.

    13F-HR 0001871734-25-000006 filed by Level Financial Advisors
    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 8,611 shares
    Change vs previous 13F -228 shares

    0.55% of the 13F portfolio, value $1,766,800.

    13F-HR 0001871734-25-000003 filed by Level Financial Advisors
    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 8,839 shares
    Change vs previous 13F -143 shares

    0.67% of the 13F portfolio, value $1,963,430.

    13F-HR 0001871734-25-000002 filed by Level Financial Advisors
    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 8,982 shares
    Change vs previous 13F -281 shares

    0.83% of the 13F portfolio, value $2,249,254.

    13F-HR 0001871734-25-000001 filed by Level Financial Advisors
    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 9,263 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,158,279.

    13F-HR 0001871734-24-000008 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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