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Seros Financial, LLC: AAPL position timeline

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

Seros Financial, LLC held 4,541 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,541 shares
    Change vs previous 13F -19 shares

    0.68% of the 13F portfolio, value $1,313,859.

    13F-HR 0001104659-26-095632 filed by Seros Financial, 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 4,560 shares
    Change vs previous 13F -300 shares

    0.74% of the 13F portfolio, value $1,157,375.

    13F-HR 0001104659-26-055527 filed by Seros Financial, 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 4,860 shares
    Change vs previous 13F -65 shares

    0.77% of the 13F portfolio, value $1,321,280.

    13F-HR 0001104659-26-011337 filed by Seros Financial, 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/A 4,925 shares
    Change vs previous 13F -299 shares

    0.76% of the 13F portfolio, value $1,254,034.

    13F-HR/A 0001104659-25-120288 filed by Seros Financial, 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 5,224 shares
    Change vs previous 13F -147 shares

    0.68% of the 13F portfolio, value $1,071,732.

    13F-HR 0001667731-25-000900 filed by Seros Financial, 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 5,371 shares
    Change vs previous 13F -556 shares

    0.89% of the 13F portfolio, value $1,193,060.

    13F-HR 0001667731-25-000445 filed by Seros Financial, 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 5,927 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,248,383.

    13F-HR 0001667731-25-000052 filed by Seros Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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