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Soltis Investment Advisors LLC: AAPL position timeline

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

Soltis Investment Advisors LLC held 254,423 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 254,423 shares
    Change vs previous 13F -13,154 shares

    4.25% of the 13F portfolio, value $73,619,747.

    13F-HR 0001802530-26-000004 filed by Soltis Investment 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 267,577 shares
    Change vs previous 13F +9,673 shares

    4.42% of the 13F portfolio, value $67,908,433.

    13F-HR 0001802530-26-000003 filed by Soltis Investment 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 257,904 shares
    Change vs previous 13F -27,832 shares

    4.62% of the 13F portfolio, value $70,113,717.

    13F-HR/A 0001802530-26-000002 filed by Soltis Investment 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 285,736 shares
    Change vs previous 13F -5,617 shares

    5.03% of the 13F portfolio, value $72,757,031.

    13F-HR 0001802530-25-000007 filed by Soltis Investment 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 291,353 shares
    Change vs previous 13F +42,652 shares

    4.7% of the 13F portfolio, value $59,776,982.

    13F-HR 0001802530-25-000004 filed by Soltis Investment 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 248,701 shares
    Change vs previous 13F +8,037 shares

    4.94% of the 13F portfolio, value $55,243,979.

    13F-HR 0001802530-25-000003 filed by Soltis Investment 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 240,664 shares
    Change vs previous 13F +31,599 shares

    5.58% of the 13F portfolio, value $60,267,120.

    13F-HR 0001802530-25-000002 filed by Soltis Investment 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/A 209,065 shares
    Change vs previous 13F not available

    4.76% of the 13F portfolio, value $48,712,260.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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