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Plante Moran Financial Advisors, LLC: AAPL position timeline

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

Plante Moran Financial Advisors, LLC held 44,692 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,692 shares
    Change vs previous 13F -4,357 shares

    0.6% of the 13F portfolio, value $12,932,196.

    13F-HR 0001424717-26-000009 filed by Plante Moran Financial 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 49,049 shares
    Change vs previous 13F -6,124 shares

    0.81% of the 13F portfolio, value $12,448,169.

    13F-HR 0001424717-26-000005 filed by Plante Moran Financial 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 55,173 shares
    Change vs previous 13F -4,609 shares

    0.95% of the 13F portfolio, value $14,999,445.

    13F-HR 0001424717-26-000003 filed by Plante Moran Financial 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 59,782 shares
    Change vs previous 13F -2,010 shares

    0.96% of the 13F portfolio, value $15,222,177.

    13F-HR 0001424717-25-000013 filed by Plante Moran Financial 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 61,792 shares
    Change vs previous 13F -21,223 shares

    0.89% of the 13F portfolio, value $12,677,856.

    13F-HR 0001424717-25-000008 filed by Plante Moran Financial 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 83,015 shares
    Change vs previous 13F -12,538 shares

    1.59% of the 13F portfolio, value $18,440,168.

    13F-HR 0001424717-25-000006 filed by Plante Moran Financial 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 95,553 shares
    Change vs previous 13F -5,754 shares

    1.99% of the 13F portfolio, value $23,928,433.

    13F-HR 0001424717-25-000003 filed by Plante Moran Financial Advisors, 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 101,307 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $23,604,582.

    13F-HR 0001424717-24-000009 filed by Plante Moran Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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