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Strategic Investment Advisors / MI: AAPL position timeline

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

Strategic Investment Advisors / MI held 98,426 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 98,426 shares
    Change vs previous 13F -2,489 shares

    1.72% of the 13F portfolio, value $28,480,644.

    13F-HR 0001760540-26-000003 filed by Strategic Investment Advisors / MI
    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 100,915 shares
    Change vs previous 13F +26,735 shares

    1.77% of the 13F portfolio, value $25,615,794.

    13F-HR 0001760540-26-000002 filed by Strategic Investment Advisors / MI
    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 74,180 shares
    Change vs previous 13F -1,155 shares

    1.74% of the 13F portfolio, value $20,172,990.

    13F-HR 0001760540-26-000001 filed by Strategic Investment Advisors / MI
    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/A 75,335 shares
    Change vs previous 13F -3,929 shares

    2.22% of the 13F portfolio, value $19,180,718.

    13F-HR/A 0001760540-25-000005 filed by Strategic Investment Advisors / MI
    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 79,264 shares
    Change vs previous 13F -10,644 shares

    1.58% of the 13F portfolio, value $16,226,161.

    13F-HR 0001760540-25-000001 filed by Strategic Investment Advisors / MI
    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 89,908 shares
    Change vs previous 13F +800 shares

    2.12% of the 13F portfolio, value $19,971,266.

    13F-HR 0001754960-25-000242 filed by Strategic Investment Advisors / MI
    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 89,108 shares
    Change vs previous 13F -2,332 shares

    2.37% of the 13F portfolio, value $22,314,402.

    13F-HR 0001754960-25-000056 filed by Strategic Investment Advisors / MI
    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 91,440 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $21,305,612.

    13F-HR 0001754960-24-000521 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

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