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SageView Advisory Group, LLC: AAPL position timeline

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

SageView Advisory Group, LLC held 176,758 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,758 shares
    Change vs previous 13F -2,148 shares

    1.68% of the 13F portfolio, value $51,146,566.

    13F-HR 0001172661-26-003218 filed by SageView Advisory Group, 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 178,906 shares
    Change vs previous 13F -11,911 shares

    1.66% of the 13F portfolio, value $45,404,492.

    13F-HR 0001172661-26-003214 filed by SageView Advisory Group, 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 190,817 shares
    Change vs previous 13F -9,848 shares

    1.75% of the 13F portfolio, value $51,875,618.

    13F-HR 0001914558-26-000002 filed by SageView Advisory Group, 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 200,665 shares
    Change vs previous 13F +13,955 shares

    1.76% of the 13F portfolio, value $51,095,353.

    13F-HR 0001172661-25-004748 filed by SageView Advisory Group, 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 186,710 shares
    Change vs previous 13F -1,341 shares

    1.51% of the 13F portfolio, value $39,965,337.

    13F-HR 0001172661-25-003226 filed by SageView Advisory Group, 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 188,051 shares
    Change vs previous 13F +3,915 shares

    1.78% of the 13F portfolio, value $41,771,668.

    13F-HR 0001172661-25-002419 filed by SageView Advisory Group, 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 184,136 shares
    Change vs previous 13F +38,847 shares

    1.98% of the 13F portfolio, value $46,111,280.

    13F-HR 0001172661-25-000782 filed by SageView Advisory Group, 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 145,289 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $33,852,376.

    13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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