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OPTIMUM INVESTMENT ADVISORS: AAPL position timeline

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

OPTIMUM INVESTMENT ADVISORS held 85,515 AAPL shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 85,515 shares
    Change vs previous 13F -625 shares

    8.64% of the 13F portfolio, value $21,774,615.

    13F-HR 0001580642-25-006637 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 86,140 shares
    Change vs previous 13F -605 shares

    7.68% of the 13F portfolio, value $17,673,288.

    13F-HR 0001580642-25-004652 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 86,745 shares
    Change vs previous 13F -774 shares

    9.07% of the 13F portfolio, value $19,268,606.

    13F-HR 0001580642-25-002640 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 87,519 shares
    Change vs previous 13F -2,169 shares

    9.67% of the 13F portfolio, value $21,916,439.

    13F-HR 0001580642-25-000952 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 89,688 shares
    Change vs previous 13F -1,651 shares

    9.03% of the 13F portfolio, value $20,897,240.

    13F-HR 0001580642-24-006190 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 91,339 shares
    Change vs previous 13F -3,394 shares

    8.63% of the 13F portfolio, value $19,237,762.

    13F-HR 0001580642-24-003677 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 94,733 shares
    Change vs previous 13F -2,263 shares

    7.46% of the 13F portfolio, value $16,244,787.

    13F-HR 0001580642-24-002122 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 96,996 shares
    Change vs previous 13F not available

    9.4% of the 13F portfolio, value $18,674,715.

    13F-HR 0001580642-24-000123 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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