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Disclosery

Williams Financial, LLC: AAPL position timeline

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

Williams Financial, LLC held 6,865 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,865 shares
    Change vs previous 13F -564 shares

    1.03% of the 13F portfolio, value $1,986,456.

    13F-HR 0001214659-26-008749 filed by Williams Financial, 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 7,429 shares
    Change vs previous 13F -463 shares

    1.1% of the 13F portfolio, value $1,885,516.

    13F-HR 0001214659-26-005070 filed by Williams Financial, 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 7,892 shares
    Change vs previous 13F -15 shares

    1.24% of the 13F portfolio, value $2,145,519.

    13F-HR 0001214659-26-001066 filed by Williams Financial, 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 7,907 shares
    Change vs previous 13F +458 shares

    2.08% of the 13F portfolio, value $2,013,359.

    13F-HR 0001214659-25-015285 filed by Williams Financial, 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 7,449 shares
    Change vs previous 13F +4,414 shares

    1.67% of the 13F portfolio, value $1,528,311.

    13F-HR 0001214659-25-010315 filed by Williams Financial, 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 3,035 shares
    Change vs previous 13F +2,127 shares

    0.47% of the 13F portfolio, value $674,167.

    13F-HR 0001214659-25-006263 filed by Williams Financial, 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 908 shares
    Change vs previous 13F -22 shares

    0.14% of the 13F portfolio, value $227,384.

    13F-HR 0001214659-25-001261 filed by Williams Financial, 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 930 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $216,691.

    13F-HR 0001214659-24-017784 filed by Williams Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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