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Disclosery

Livelsberger Financial Advisory: AAPL position timeline

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

Livelsberger Financial Advisory held 0 AAPL shares at 2025-12-31 per its 13F-HR filed 2026-01-07.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,736 shares

    13F-HR 0002015721-26-000001 filed by Livelsberger Financial Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 1,736 shares
    Change vs previous 13F +2 shares

    16.47% of the 13F portfolio, value $442,083.

    13F-HR 0002015721-25-000011 filed by Livelsberger Financial Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 1,734 shares
    Change vs previous 13F +2 shares

    6.89% of the 13F portfolio, value $355,847.

    13F-HR 0002015721-25-000007 filed by Livelsberger Financial Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 1,732 shares
    Change vs previous 13F +1 shares

    18.38% of the 13F portfolio, value $384,829.

    13F-HR 0002015721-25-000005 filed by Livelsberger Financial Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 1,731 shares
    Change vs previous 13F +2 shares

    20.3% of the 13F portfolio, value $433,424.

    13F-HR 0002015721-25-000001 filed by Livelsberger Financial Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 1,729 shares
    Change vs previous 13F +2 shares

    8.45% of the 13F portfolio, value $402,868.

    13F-HR 0002015721-24-000007 filed by Livelsberger Financial Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 1,727 shares
    Change vs previous 13F +2 shares

    5.43% of the 13F portfolio, value $363,802.

    13F-HR 0002015721-24-000003 filed by Livelsberger Financial Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 1,725 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $322,435.

    13F-HR 0002015721-24-000002 filed by Livelsberger Financial Advisory
    Filed (acceptance time not in the bulk data set), ingested

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