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Steward Partners Investment Advisory, LLC: AAPL position timeline

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

Steward Partners Investment Advisory, LLC held 2,273,278 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 2,273,278 shares
    Change vs previous 13F -184,128 shares

    3.36% of the 13F portfolio, value $657,795,718.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 2,457,406 shares
    Change vs previous 13F +229,134 shares

    3.18% of the 13F portfolio, value $623,665,237.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 2,228,272 shares
    Change vs previous 13F +28,887 shares

    3.32% of the 13F portfolio, value $605,777,993.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 2,199,385 shares
    Change vs previous 13F +109,089 shares

    3.21% of the 13F portfolio, value $560,029,136.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 2,090,296 shares
    Change vs previous 13F -57,147 shares

    3.35% of the 13F portfolio, value $428,866,034.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 2,147,443 shares
    Change vs previous 13F -24,847 shares

    4.22% of the 13F portfolio, value $477,011,398.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 2,172,290 shares
    Change vs previous 13F +29,021 shares

    4.83% of the 13F portfolio, value $543,984,929.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 2,143,269 shares
    Change vs previous 13F not available

    4.61% of the 13F portfolio, value $499,381,812.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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