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SC&H Financial Advisors, Inc.: AAPL position timeline

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

SC&H Financial Advisors, Inc. held 39,843 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 39,843 shares
    Change vs previous 13F -191 shares

    1.84% of the 13F portfolio, value $13,268,459.

    13F-HR 0001907898-26-000005 filed by SC&H Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 40,034 shares
    Change vs previous 13F -190 shares

    1.54% of the 13F portfolio, value $11,584,223.

    13F-HR 0001907898-26-000004 filed by SC&H Financial Advisors, Inc.
    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 40,224 shares
    Change vs previous 13F -249 shares

    1.54% of the 13F portfolio, value $10,208,407.

    13F-HR 0001907898-26-000002 filed by SC&H Financial Advisors, Inc.
    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 40,473 shares
    Change vs previous 13F +2,989 shares

    1.7% of the 13F portfolio, value $11,002,857.

    13F-HR 0001085146-26-000096 filed by SC&H Financial Advisors, Inc.
    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 37,484 shares
    Change vs previous 13F -2,851 shares

    1.56% of the 13F portfolio, value $9,544,667.

    13F-HR 0001907898-25-000003 filed by SC&H Financial Advisors, Inc.
    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 40,335 shares
    Change vs previous 13F -205 shares

    1.41% of the 13F portfolio, value $8,275,592.

    13F-HR 0001085146-25-003920 filed by SC&H Financial Advisors, Inc.
    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 40,540 shares
    Change vs previous 13F +770 shares

    1.77% of the 13F portfolio, value $9,005,239.

    13F-HR 0001085146-25-002250 filed by SC&H Financial Advisors, Inc.
    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 39,770 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $9,959,136.

    13F-HR 0001085146-25-000543 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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