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LGT Financial Advisors LLC: AAPL position timeline

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

LGT Financial Advisors LLC held 4,661 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 4,661 shares
    Change vs previous 13F -100 shares

    7.13% of the 13F portfolio, value $1,348,707.

    13F-HR 0001398344-26-012650 filed by LGT Financial 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 4,761 shares
    Change vs previous 13F -51 shares

    6.19% of the 13F portfolio, value $1,208,294.

    13F-HR 0001398344-26-007386 filed by LGT Financial 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 4,812 shares
    Change vs previous 13F 0 shares

    8.01% of the 13F portfolio, value $1,308,190.

    13F-HR 0001398344-26-002969 filed by LGT Financial 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 4,812 shares
    Change vs previous 13F -94 shares

    2.64% of the 13F portfolio, value $1,225,280.

    13F-HR 0001398344-25-021019 filed by LGT Financial 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 4,906 shares
    Change vs previous 13F +294 shares

    2.55% of the 13F portfolio, value $1,006,640.

    13F-HR 0001398344-25-014099 filed by LGT Financial 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 4,612 shares
    Change vs previous 13F -2,000 shares

    3.13% of the 13F portfolio, value $1,024,547.

    13F-HR 0001398344-25-008971 filed by LGT Financial 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 6,612 shares
    Change vs previous 13F +423 shares

    3.66% of the 13F portfolio, value $1,655,871.

    13F-HR 0001398344-25-002937 filed by LGT Financial 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 6,189 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $1,442,210.

    13F-HR 0001398344-24-019711 filed by LGT Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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