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Trellis Wealth Advisors LLC: AAPL position timeline

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

Trellis Wealth Advisors LLC held 2,708 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,708 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $783,624.

    13F-HR 0001172661-26-002620 filed by Trellis Wealth 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 2,708 shares
    Change vs previous 13F -1,436 shares

    0.26% of the 13F portfolio, value $687,212.

    13F-HR 0001172661-26-001493 filed by Trellis Wealth 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 4,144 shares
    Change vs previous 13F -48 shares

    0.44% of the 13F portfolio, value $1,126,710.

    13F-HR 0001172661-26-000309 filed by Trellis Wealth 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 4,192 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,067,498.

    13F-HR 0001172661-25-004519 filed by Trellis Wealth 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 4,192 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $860,120.

    13F-HR 0001172661-25-002659 filed by Trellis Wealth 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 4,192 shares
    Change vs previous 13F -2,673 shares

    0.45% of the 13F portfolio, value $931,192.

    13F-HR 0001172661-25-001541 filed by Trellis Wealth 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 6,865 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $1,719,158.

    13F-HR 0001172661-25-000476 filed by Trellis Wealth 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 6,865 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,599,567.

    13F-HR 0001172661-24-004322 filed by Trellis Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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