Skip to content
Disclosery

ORBA Wealth Advisors, L.L.C.: AAPL position timeline

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

ORBA Wealth Advisors, L.L.C. held 59,796 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,796 shares
    Change vs previous 13F +34,630 shares

    14.79% of the 13F portfolio, value $17,302,469.

    13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 25,166 shares
    Change vs previous 13F -27,233 shares

    7.62% of the 13F portfolio, value $6,386,880.

    13F-HR 0002010248-26-000002 filed by ORBA Wealth Advisors, L.L.C.
    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 52,399 shares
    Change vs previous 13F +761 shares

    12.37% of the 13F portfolio, value $14,245,192.

    13F-HR 0002010248-26-000001 filed by ORBA Wealth Advisors, L.L.C.
    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 51,638 shares
    Change vs previous 13F -1,719 shares

    10.82% of the 13F portfolio, value $13,148,585.

    13F-HR 0002010248-25-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 53,357 shares
    Change vs previous 13F -17,278 shares

    9.97% of the 13F portfolio, value $10,947,257.

    13F-HR 0001085146-25-004558 filed by ORBA Wealth Advisors, L.L.C.
    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 70,635 shares
    Change vs previous 13F -239 shares

    7.91% of the 13F portfolio, value $15,690,078.

    13F-HR 0001085146-25-002164 filed by ORBA Wealth Advisors, L.L.C.
    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 70,874 shares
    Change vs previous 13F -677 shares

    9.28% of the 13F portfolio, value $17,748,150.

    13F-HR 0001085146-25-000798 filed by ORBA Wealth Advisors, L.L.C.
    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 71,551 shares
    Change vs previous 13F not available

    8.44% of the 13F portfolio, value $16,671,465.

    13F-HR 0001085146-24-004744 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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