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STUART INVESTMENT ADVISORS, INC.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STUART INVESTMENT ADVISORS, INC. on AAPL, newest first. How the timeline and the estimate are built.

STUART INVESTMENT ADVISORS, INC. held 984 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 984 shares
    Change vs previous 13F -25 shares

    0.11% of the 13F portfolio, value $284,844.

    13F-HR 0001951757-26-001094 filed by STUART INVESTMENT ADVISORS, INC.
    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 1,009 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $256,090.

    13F-HR 0001951757-26-000673 filed by STUART INVESTMENT ADVISORS, INC.
    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 1,008 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $274,171.

    13F-HR 0001951757-26-000458 filed by STUART INVESTMENT ADVISORS, INC.
    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 1,008 shares
    Change vs previous 13F -62 shares

    0.24% of the 13F portfolio, value $256,650.

    13F-HR 0001951757-25-001239 filed by STUART INVESTMENT ADVISORS, INC.
    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 1,070 shares
    Change vs previous 13F +63 shares

    0.11% of the 13F portfolio, value $219,586.

    13F-HR 0001951757-25-000953 filed by STUART INVESTMENT ADVISORS, INC.
    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 1,007 shares
    Change vs previous 13F -209 shares

    0.13% of the 13F portfolio, value $223,582.

    13F-HR 0001951757-25-000432 filed by STUART INVESTMENT ADVISORS, INC.
    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 1,216 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $304,487.

    13F-HR 0001951757-25-000220 filed by STUART INVESTMENT ADVISORS, INC.
    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/A 1,215 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $283,151.

    13F-HR/A 0001951757-24-001084 filed by STUART INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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