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WestEnd Advisors, LLC: AAPL position timeline

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

WestEnd Advisors, LLC held 168,345 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,345 shares
    Change vs previous 13F -18,372 shares

    1.09% of the 13F portfolio, value $48,713,019.

    13F-HR 0001398344-26-012446 filed by WestEnd 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 186,717 shares
    Change vs previous 13F -9,233 shares

    1.14% of the 13F portfolio, value $47,387,608.

    13F-HR 0001398344-26-006826 filed by WestEnd 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 195,950 shares
    Change vs previous 13F -6,011 shares

    1.24% of the 13F portfolio, value $53,271,704.

    13F-HR 0001398344-26-001290 filed by WestEnd 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 201,961 shares
    Change vs previous 13F -2,220 shares

    1.2% of the 13F portfolio, value $51,426,065.

    13F-HR 0001398344-25-019523 filed by WestEnd 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 204,181 shares
    Change vs previous 13F +21,937 shares

    1.04% of the 13F portfolio, value $41,892,366.

    13F-HR 0001398344-25-013593 filed by WestEnd 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 182,244 shares
    Change vs previous 13F -9,296 shares

    1.07% of the 13F portfolio, value $40,481,884.

    13F-HR 0001398344-25-007692 filed by WestEnd 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 191,540 shares
    Change vs previous 13F +1,036 shares

    1.22% of the 13F portfolio, value $47,965,424.

    13F-HR 0001398344-25-001236 filed by WestEnd 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 190,504 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $44,387,514.

    13F-HR 0001398344-24-019439 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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