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Disclosery

Roth Financial Partners LLC: AAPL position timeline

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

Roth Financial Partners LLC held 10,645 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,645 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $3,544,998.

    13F-HR 0001840888-26-000005 filed by Roth Financial Partners LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,645 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $3,080,237.

    13F-HR 0001840888-26-000003 filed by Roth Financial Partners LLC
    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 10,645 shares
    Change vs previous 13F -120 shares

    0.92% of the 13F portfolio, value $2,701,595.

    13F-HR 0001840888-26-000002 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,765 shares
    Change vs previous 13F 0 shares

    0.97% of the 13F portfolio, value $2,926,573.

    13F-HR 0001840888-26-000001 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,765 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $2,741,092.

    13F-HR 0001840888-25-000010 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,765 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $2,208,655.

    13F-HR 0001840888-25-000004 filed by Roth Financial Partners LLC
    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 10,765 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $2,391,229.

    13F-HR 0001840888-25-000003 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,765 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $2,695,771.

    13F-HR 0001840888-25-000001 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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