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Disclosery

Realta Investment Advisors: AAPL position timeline

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

Realta Investment Advisors held 74,022 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 74,022 shares
    Change vs previous 13F -5,485 shares

    7.2% of the 13F portfolio, value $24,650,734.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 79,507 shares
    Change vs previous 13F -1,104 shares

    7.15% of the 13F portfolio, value $23,006,268.

    13F-HR 0001398344-26-012286 filed by Realta 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 ended2026-03-31
    13F 80,611 shares
    Change vs previous 13F -1,332 shares

    7.1% of the 13F portfolio, value $20,458,292.

    13F-HR 0001398344-26-006814 filed by Realta 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 ended2025-12-31
    13F 81,943 shares
    Change vs previous 13F -1,685 shares

    7.32% of the 13F portfolio, value $22,276,967.

    13F-HR 0001398344-26-000878 filed by Realta 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 ended2025-09-30
    13F 83,628 shares
    Change vs previous 13F +1,451 shares

    7.12% of the 13F portfolio, value $21,294,306.

    13F-HR 0001398344-25-019615 filed by Realta 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 ended2025-06-30
    13F 82,177 shares
    Change vs previous 13F -2,666 shares

    6.66% of the 13F portfolio, value $16,860,208.

    13F-HR 0001398344-25-013484 filed by Realta 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 ended2025-03-31
    13F 84,843 shares
    Change vs previous 13F -5,125 shares

    8.59% of the 13F portfolio, value $18,846,265.

    13F-HR 0001398344-25-008338 filed by Realta 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 ended2024-12-31
    13F 89,968 shares
    Change vs previous 13F not available

    8.97% of the 13F portfolio, value $21,895,002.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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