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Powell Investment Advisors, LLC: AAPL position timeline

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

Powell Investment Advisors, LLC held 14,199 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,199 shares
    Change vs previous 13F -150 shares

    1.3% of the 13F portfolio, value $4,108,525.

    13F-HR 0001398344-26-012921 filed by Powell Investment 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 14,349 shares
    Change vs previous 13F +956 shares

    1.26% of the 13F portfolio, value $3,641,624.

    13F-HR 0001398344-26-007031 filed by Powell Investment 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 13,393 shares
    Change vs previous 13F -365 shares

    1.25% of the 13F portfolio, value $3,641,075.

    13F-HR 0001398344-26-002474 filed by Powell Investment 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 13,758 shares
    Change vs previous 13F -651 shares

    1.22% of the 13F portfolio, value $3,503,311.

    13F-HR 0001398344-25-020813 filed by Powell Investment 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 14,409 shares
    Change vs previous 13F +14,409 shares

    1.11% of the 13F portfolio, value $2,956,200.

    13F-HR 0001398344-25-013472 filed by Powell Investment 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 0 shares
    Change vs previous 13F -14,891 shares

    13F-HR 0001398344-25-009038 filed by Powell Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 14,891 shares
    Change vs previous 13F +1 shares

    1.73% of the 13F portfolio, value $3,729,108.

    13F-HR 0001398344-25-001323 filed by Powell Investment 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 14,890 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $3,469,460.

    13F-HR 0001398344-24-019766 filed by Powell Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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