Skip to content
Disclosery

William Howard & Co Financial Advisors Inc: AAPL position timeline

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

William Howard & Co Financial Advisors Inc held 6,307 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,307 shares
    Change vs previous 13F -100 shares

    1.42% of the 13F portfolio, value $1,825,110.

    13F-HR 0002063364-26-000188 filed by William Howard & Co Financial Advisors Inc
    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 6,407 shares
    Change vs previous 13F -326 shares

    1.4% of the 13F portfolio, value $1,626,125.

    13F-HR 0002063364-26-000138 filed by William Howard & Co Financial Advisors Inc
    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 6,733 shares
    Change vs previous 13F 0 shares

    1.54% of the 13F portfolio, value $1,830,522.

    13F-HR 0002063364-26-000012 filed by William Howard & Co Financial Advisors Inc
    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 6,733 shares
    Change vs previous 13F -1,085 shares

    1.46% of the 13F portfolio, value $1,714,496.

    13F-HR 0002063364-25-000242 filed by William Howard & Co Financial Advisors Inc
    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 7,818 shares
    Change vs previous 13F +1 shares

    1.4% of the 13F portfolio, value $1,604,154.

    13F-HR 0002063364-25-000115 filed by William Howard & Co Financial Advisors Inc
    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 7,817 shares
    Change vs previous 13F -232 shares

    1.63% of the 13F portfolio, value $1,736,479.

    13F-HR 0002063364-25-000037 filed by William Howard & Co Financial Advisors Inc
    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 8,049 shares
    Change vs previous 13F -759 shares

    1.82% of the 13F portfolio, value $2,015,000.

    13F-HR 0002011188-25-000004 filed by William Howard & Co Financial Advisors Inc
    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 8,808 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $2,052,000.

    13F-HR 0002023493-24-000008 filed by William Howard & Co Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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