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Disclosery

Norris Financial Group, LLC: AAPL position timeline

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

Norris Financial Group, LLC held 32,001 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,001 shares
    Change vs previous 13F +368 shares

    3.68% of the 13F portfolio, value $9,259,887.

    13F-HR 0002129318-26-000029 filed by Norris Financial Group, 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 31,633 shares
    Change vs previous 13F +102 shares

    2.62% of the 13F portfolio, value $8,028,185.

    13F-HR 0002129318-26-000002 filed by Norris Financial Group, 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 31,531 shares
    Change vs previous 13F -1,016 shares

    2.91% of the 13F portfolio, value $8,572,042.

    13F-HR 0002129318-26-000003 filed by Norris Financial Group, 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 32,547 shares
    Change vs previous 13F -592 shares

    3.03% of the 13F portfolio, value $8,287,443.

    13F-HR 0002129318-26-000004 filed by Norris Financial Group, 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 33,139 shares
    Change vs previous 13F +2,702 shares

    2.78% of the 13F portfolio, value $6,799,129.

    13F-HR 0002129318-26-000005 filed by Norris Financial Group, 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 30,437 shares
    Change vs previous 13F -1,181 shares

    3.15% of the 13F portfolio, value $6,760,971.

    13F-HR 0002129318-26-000006 filed by Norris Financial Group, 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 31,618 shares
    Change vs previous 13F -1,651 shares

    3.72% of the 13F portfolio, value $7,917,780.

    13F-HR 0002129318-26-000007 filed by Norris Financial Group, 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 33,269 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $7,751,677.

    13F-HR 0002129318-26-000008 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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