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Northwest Financial Advisors: AAPL position timeline

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

Northwest Financial Advisors held 1,546 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,546 shares
    Change vs previous 13F -12 shares

    0.06% of the 13F portfolio, value $447,402.

    13F-HR 0002085853-26-000863 filed by Northwest 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 1,558 shares
    Change vs previous 13F -1,006 shares

    0.76% of the 13F portfolio, value $395,348.

    13F-HR 0002085853-26-000498 filed by Northwest 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 2,564 shares
    Change vs previous 13F -14,595 shares

    1.43% of the 13F portfolio, value $696,947.

    13F-HR 0002085853-26-000079 filed by Northwest 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 17,159 shares
    Change vs previous 13F -1,479 shares

    5.61% of the 13F portfolio, value $4,369,180.

    13F-HR 0002010635-25-000008 filed by Northwest 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 18,638 shares
    Change vs previous 13F -45,672 shares

    5.34% of the 13F portfolio, value $3,823,887.

    13F-HR 0002010635-25-000007 filed by Northwest 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 64,310 shares
    Change vs previous 13F -275 shares

    11.85% of the 13F portfolio, value $14,285,164.

    13F-HR 0002010635-25-000004 filed by Northwest 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 64,585 shares
    Change vs previous 13F -1,537 shares

    13.36% of the 13F portfolio, value $16,173,478.

    13F-HR 0002010635-25-000001 filed by Northwest 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 66,122 shares
    Change vs previous 13F not available

    12.26% of the 13F portfolio, value $15,406,492.

    13F-HR 0001398344-24-020541 filed by Northwest Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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