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Souders Financial Advisors: AAPL position timeline

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

Souders Financial Advisors held 62,685 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,685 shares
    Change vs previous 13F +916 shares

    1.82% of the 13F portfolio, value $18,138,629.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 61,769 shares
    Change vs previous 13F +1,180 shares

    1.79% of the 13F portfolio, value $15,676,326.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 60,589 shares
    Change vs previous 13F +933 shares

    1.89% of the 13F portfolio, value $16,471,769.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 59,656 shares
    Change vs previous 13F +1,766 shares

    1.81% of the 13F portfolio, value $15,190,109.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 57,890 shares
    Change vs previous 13F -840 shares

    1.51% of the 13F portfolio, value $11,877,226.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 58,730 shares
    Change vs previous 13F -3,112 shares

    1.82% of the 13F portfolio, value $13,045,679.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 61,842 shares
    Change vs previous 13F -11,645 shares

    2.16% of the 13F portfolio, value $15,486,355.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 73,487 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $17,122,357.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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