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TRANSCEND CAPITAL ADVISORS, LLC: AAPL position timeline

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

TRANSCEND CAPITAL ADVISORS, LLC held 420,146 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 420,146 shares
    Change vs previous 13F +16,715 shares

    8.23% of the 13F portfolio, value $121,573,380.

    13F-HR 0001776082-26-000004 filed by TRANSCEND CAPITAL 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 403,431 shares
    Change vs previous 13F -9,219 shares

    8.22% of the 13F portfolio, value $102,386,694.

    13F-HR 0001776082-26-000003 filed by TRANSCEND CAPITAL 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 412,650 shares
    Change vs previous 13F -21,126 shares

    8.71% of the 13F portfolio, value $112,182,917.

    13F-HR 0001776082-26-000001 filed by TRANSCEND CAPITAL 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 433,776 shares
    Change vs previous 13F +2,894 shares

    7.8% of the 13F portfolio, value $110,452,448.

    13F-HR 0001776082-25-000008 filed by TRANSCEND CAPITAL 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 430,882 shares
    Change vs previous 13F -32,719 shares

    6.86% of the 13F portfolio, value $88,404,019.

    13F-HR 0001776082-25-000004 filed by TRANSCEND CAPITAL 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 463,601 shares
    Change vs previous 13F +24,482 shares

    7.41% of the 13F portfolio, value $102,979,655.

    13F-HR 0001776082-25-000002 filed by TRANSCEND CAPITAL 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 439,119 shares
    Change vs previous 13F -35,470 shares

    7.94% of the 13F portfolio, value $109,964,064.

    13F-HR 0001776082-25-000001 filed by TRANSCEND CAPITAL 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 474,589 shares
    Change vs previous 13F not available

    7.41% of the 13F portfolio, value $110,579,291.

    13F-HR 0001776082-24-000007 filed by TRANSCEND CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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