Skip to content
Disclosery

WEBSTERROGERS FINANCIAL ADVISORS, LLC: AAPL position timeline

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

WEBSTERROGERS FINANCIAL ADVISORS, LLC held 5,016 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 5,016 shares
    Change vs previous 13F -379 shares

    0.37% of the 13F portfolio, value $1,451,585.

    13F-HR 0001725547-26-000228 filed by WEBSTERROGERS FINANCIAL 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 5,395 shares
    Change vs previous 13F -39 shares

    0.39% of the 13F portfolio, value $1,369,333.

    13F-HR 0001725547-26-000130 filed by WEBSTERROGERS FINANCIAL 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 5,434 shares
    Change vs previous 13F -592 shares

    0.43% of the 13F portfolio, value $1,477,290.

    13F-HR 0001725547-26-000006 filed by WEBSTERROGERS FINANCIAL 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 6,026 shares
    Change vs previous 13F -167 shares

    0.46% of the 13F portfolio, value $1,534,402.

    13F-HR 0001725547-25-004100 filed by WEBSTERROGERS FINANCIAL 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 6,193 shares
    Change vs previous 13F -257 shares

    0.4% of the 13F portfolio, value $1,270,619.

    13F-HR 0001725547-25-003392 filed by WEBSTERROGERS FINANCIAL 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 6,450 shares
    Change vs previous 13F -386 shares

    0.49% of the 13F portfolio, value $1,432,740.

    13F-HR 0001725547-25-001321 filed by WEBSTERROGERS FINANCIAL 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 6,836 shares
    Change vs previous 13F +2,329 shares

    0.59% of the 13F portfolio, value $1,711,872.

    13F-HR 0001725547-25-000085 filed by WEBSTERROGERS FINANCIAL 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 4,507 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,050,132.

    13F-HR 0001725547-24-005911 filed by WEBSTERROGERS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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