Skip to content
Disclosery

West Financial Advisors, LLC: AAPL position timeline

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

West Financial Advisors, LLC held 16,662 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,662 shares
    Change vs previous 13F +900 shares

    0.73% of the 13F portfolio, value $4,821,401.

    13F-HR 0001843684-26-000003 filed by West 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 15,762 shares
    Change vs previous 13F -114 shares

    0.68% of the 13F portfolio, value $4,000,204.

    13F-HR 0001843684-26-000002 filed by West 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 15,876 shares
    Change vs previous 13F -2,622 shares

    0.73% of the 13F portfolio, value $4,316,173.

    13F-HR 0001843684-26-000001 filed by West 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 18,498 shares
    Change vs previous 13F +304 shares

    0.78% of the 13F portfolio, value $4,710,157.

    13F-HR 0001843684-25-000007 filed by West 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 18,194 shares
    Change vs previous 13F +1 shares

    0.65% of the 13F portfolio, value $3,732,773.

    13F-HR 0001843684-25-000005 filed by West 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 18,193 shares
    Change vs previous 13F -236 shares

    0.77% of the 13F portfolio, value $4,041,218.

    13F-HR 0001843684-25-000003 filed by West 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 18,429 shares
    Change vs previous 13F +4,799 shares

    0.89% of the 13F portfolio, value $4,614,886.

    13F-HR 0001843684-25-000001 filed by West 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 13,630 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $3,175,816.

    13F-HR 0001843684-24-000005 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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