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NBZ Investment Advisors LLC: AAPL position timeline

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

NBZ Investment Advisors LLC held 15,287 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,287 shares
    Change vs previous 13F +2,206 shares

    1.73% of the 13F portfolio, value $4,423,382.

    13F-HR 0001398344-26-014304 filed by NBZ Investment 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 13,081 shares
    Change vs previous 13F +1,400 shares

    1.45% of the 13F portfolio, value $3,319,940.

    13F-HR 0001398344-26-008218 filed by NBZ Investment 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 11,681 shares
    Change vs previous 13F -2,196 shares

    1.39% of the 13F portfolio, value $3,175,599.

    13F-HR 0001398344-26-001994 filed by NBZ Investment 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 13,877 shares
    Change vs previous 13F +2,581 shares

    1.85% of the 13F portfolio, value $3,533,459.

    13F-HR 0001398344-25-020740 filed by NBZ Investment 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 11,296 shares
    Change vs previous 13F -2,458 shares

    1.33% of the 13F portfolio, value $2,317,543.

    13F-HR 0001398344-25-014441 filed by NBZ Investment 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 13,754 shares
    Change vs previous 13F +2,027 shares

    1.77% of the 13F portfolio, value $3,055,085.

    13F-HR 0001398344-25-009079 filed by NBZ Investment 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 11,727 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $2,936,795.

    13F-HR 0001398344-25-002487 filed by NBZ Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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