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Waverly Advisors, LLC: AAPL position timeline

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

Waverly Advisors, LLC held 1,467,543 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 1,467,543 shares
    Change vs previous 13F +199,806 shares

    2.46% of the 13F portfolio, value $424,648,117.

    13F-HR 0001398344-26-014582 filed by Waverly 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 1,267,737 shares
    Change vs previous 13F +79,231 shares

    2.41% of the 13F portfolio, value $321,738,968.

    13F-HR 0001398344-26-009223 filed by Waverly 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 1,188,506 shares
    Change vs previous 13F +217,544 shares

    2.62% of the 13F portfolio, value $323,107,171.

    13F-HR 0001398344-26-003224 filed by Waverly 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 970,962 shares
    Change vs previous 13F +70,449 shares

    2.47% of the 13F portfolio, value $247,236,133.

    13F-HR 0001398344-25-020944 filed by Waverly 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 900,513 shares
    Change vs previous 13F +5,651 shares

    2.03% of the 13F portfolio, value $184,758,220.

    13F-HR 0001398344-25-015429 filed by Waverly 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 894,862 shares
    Change vs previous 13F +215,084 shares

    2.42% of the 13F portfolio, value $198,775,694.

    13F-HR 0001398344-25-009517 filed by Waverly 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 679,778 shares
    Change vs previous 13F +125,304 shares

    2.63% of the 13F portfolio, value $170,229,999.

    13F-HR 0001398344-25-002762 filed by Waverly 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 554,474 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $129,192,548.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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