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Round Rock Advisors LLC: AAPL position timeline

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

Round Rock Advisors LLC held 66,412 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,412 shares
    Change vs previous 13F -409 shares

    2.48% of the 13F portfolio, value $19,217,002.

    13F-HR 0001951757-26-001257 filed by Round Rock 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 66,821 shares
    Change vs previous 13F -172 shares

    2.6% of the 13F portfolio, value $16,958,568.

    13F-HR 0001951757-26-000878 filed by Round Rock 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/A 66,993 shares
    Change vs previous 13F -3,123 shares

    2.74% of the 13F portfolio, value $18,212,851.

    13F-HR/A 0001951757-26-000520 filed by Round Rock 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 70,116 shares
    Change vs previous 13F -13,581 shares

    2.83% of the 13F portfolio, value $17,853,566.

    13F-HR 0001951757-25-001443 filed by Round Rock 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 83,697 shares
    Change vs previous 13F -3,876 shares

    2.96% of the 13F portfolio, value $17,172,165.

    13F-HR 0001951757-25-001039 filed by Round Rock 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 87,573 shares
    Change vs previous 13F -10,089 shares

    3.61% of the 13F portfolio, value $19,452,676.

    13F-HR 0001951757-25-000487 filed by Round Rock 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 97,662 shares
    Change vs previous 13F +10,815 shares

    5.02% of the 13F portfolio, value $24,456,527.

    13F-HR 0001951757-25-000115 filed by Round Rock 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 86,847 shares
    Change vs previous 13F not available

    4.73% of the 13F portfolio, value $20,235,283.

    13F-HR 0001951757-24-001162 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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