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Southeast Asset Advisors, LLC: AAPL position timeline

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

Southeast Asset Advisors, LLC held 226,893 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,893 shares
    Change vs previous 13F -3,178 shares

    6.67% of the 13F portfolio, value $65,653,620.

    13F-HR 0001104659-26-096651 filed by Southeast Asset 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 230,071 shares
    Change vs previous 13F -1,996 shares

    6.4% of the 13F portfolio, value $58,389,654.

    13F-HR 0001104659-26-059874 filed by Southeast Asset 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 232,067 shares
    Change vs previous 13F -5,071 shares

    5.99% of the 13F portfolio, value $63,089,768.

    13F-HR 0001104659-26-015207 filed by Southeast Asset 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 237,138 shares
    Change vs previous 13F +8,554 shares

    6.58% of the 13F portfolio, value $60,382,366.

    13F-HR 0001104659-25-108267 filed by Southeast Asset 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 228,584 shares
    Change vs previous 13F +1,840 shares

    5.57% of the 13F portfolio, value $46,898,610.

    13F-HR 0001104659-25-076885 filed by Southeast Asset 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 226,744 shares
    Change vs previous 13F -21,245 shares

    6.18% of the 13F portfolio, value $50,366,564.

    13F-HR 0001104659-25-048429 filed by Southeast Asset 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 247,989 shares
    Change vs previous 13F -51,085 shares

    7.62% of the 13F portfolio, value $62,101,341.

    13F-HR 0001104659-25-012627 filed by Southeast Asset 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 299,074 shares
    Change vs previous 13F not available

    7.71% of the 13F portfolio, value $69,684,234.

    13F-HR 0001104659-24-117631 filed by Southeast Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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