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Vishria Bird Financial Group, LLC: AAPL position timeline

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

Vishria Bird Financial Group, LLC held 96,839 AAPL shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 96,839 shares
    Change vs previous 13F -1,101 shares

    4.84% of the 13F portfolio, value $24,658,115.

    13F-HR 0002063364-25-000248 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 97,940 shares
    Change vs previous 13F -7,436 shares

    6.68% of the 13F portfolio, value $20,094,374.

    13F-HR 0002063364-25-000097 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 105,376 shares
    Change vs previous 13F +300 shares

    7.95% of the 13F portfolio, value $23,407,219.

    13F-HR 0002063364-25-000047 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 105,076 shares
    Change vs previous 13F -673 shares

    9.22% of the 13F portfolio, value $26,313,000.

    13F-HR 0001746438-25-000003 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 105,749 shares
    Change vs previous 13F -1,549 shares

    9.34% of the 13F portfolio, value $24,640,000.

    13F-HR 0001746438-24-000008 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 107,298 shares
    Change vs previous 13F -138 shares

    9.49% of the 13F portfolio, value $22,599,000.

    13F-HR 0001746438-24-000005 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 107,436 shares
    Change vs previous 13F +2,182 shares

    7.89% of the 13F portfolio, value $18,423,000.

    13F-HR 0001746438-24-000003 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 105,254 shares
    Change vs previous 13F not available

    9.58% of the 13F portfolio, value $20,265,000.

    13F-HR 0001746438-24-000001 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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