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Spurstone Advisory Services, LLC: AAPL position timeline

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

Spurstone Advisory Services, LLC held 4,954 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,954 shares
    Change vs previous 13F -67 shares

    19.92% of the 13F portfolio, value $1,458,359.

    13F-HR 0002056079-26-000003 filed by Spurstone Advisory Services, 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 5,021 shares
    Change vs previous 13F 0 shares

    21.81% of the 13F portfolio, value $1,274,279.

    13F-HR 0002056079-26-000002 filed by Spurstone Advisory Services, 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 5,021 shares
    Change vs previous 13F -208 shares

    21.47% of the 13F portfolio, value $1,365,009.

    13F-HR 0002056079-26-000001 filed by Spurstone Advisory Services, 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 5,229 shares
    Change vs previous 13F -322 shares

    19.1% of the 13F portfolio, value $1,331,460.

    13F-HR 0002056079-25-000006 filed by Spurstone Advisory Services, 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 5,551 shares
    Change vs previous 13F +366 shares

    17.26% of the 13F portfolio, value $1,138,898.

    13F-HR 0002056079-25-000004 filed by Spurstone Advisory Services, 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 5,185 shares
    Change vs previous 13F +109 shares

    22.41% of the 13F portfolio, value $1,151,744.

    13F-HR 0002056079-25-000002 filed by Spurstone Advisory Services, 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 5,076 shares
    Change vs previous 13F not available

    24.2% of the 13F portfolio, value $1,271,131.

    13F-HR 0002056079-25-000001 filed by Spurstone Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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