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Rise Advisors, LLC: AAPL position timeline

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

Rise Advisors, LLC held 16,893 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,893 shares
    Change vs previous 13F +244 shares

    1.38% of the 13F portfolio, value $4,888,064.

    13F-HR 0001831316-26-000004 filed by Rise 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 16,649 shares
    Change vs previous 13F +622 shares

    1.5% of the 13F portfolio, value $4,256,100.

    13F-HR 0001831316-26-000003 filed by Rise 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 16,027 shares
    Change vs previous 13F -639 shares

    1.55% of the 13F portfolio, value $4,357,019.

    13F-HR 0001831316-26-000001 filed by Rise 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 16,666 shares
    Change vs previous 13F -864 shares

    1.52% of the 13F portfolio, value $4,243,650.

    13F-HR 0001831316-25-000007 filed by Rise 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 17,530 shares
    Change vs previous 13F +1,492 shares

    1.43% of the 13F portfolio, value $3,596,585.

    13F-HR 0001831316-25-000006 filed by Rise 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 16,038 shares
    Change vs previous 13F +11,784 shares

    1.57% of the 13F portfolio, value $3,562,604.

    13F-HR 0001831316-25-000005 filed by Rise 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 4,254 shares
    Change vs previous 13F -198 shares

    0.51% of the 13F portfolio, value $1,065,275.

    13F-HR 0001831316-25-000001 filed by Rise 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 4,452 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,037,209.

    13F-HR 0001831316-24-000004 filed by Rise Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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