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Disclosery

Windsor Advisory Group, LLC: AAPL position timeline

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

Windsor Advisory Group, LLC held 10,790 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,790 shares
    Change vs previous 13F +4,505 shares

    2.27% of the 13F portfolio, value $3,122,289.

    13F-HR 0001398344-26-014681 filed by Windsor Advisory Group, 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 6,285 shares
    Change vs previous 13F -778 shares

    1.33% of the 13F portfolio, value $1,594,955.

    13F-HR 0001398344-26-009230 filed by Windsor Advisory Group, 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 7,063 shares
    Change vs previous 13F -9,755 shares

    1.71% of the 13F portfolio, value $1,920,237.

    13F-HR 0001398344-26-003211 filed by Windsor Advisory Group, 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 16,818 shares
    Change vs previous 13F +12,735 shares

    3.79% of the 13F portfolio, value $4,282,387.

    13F-HR 0001398344-25-020901 filed by Windsor Advisory Group, 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 4,083 shares
    Change vs previous 13F +159 shares

    1.19% of the 13F portfolio, value $837,745.

    13F-HR 0001398344-25-015393 filed by Windsor Advisory Group, 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 3,924 shares
    Change vs previous 13F -293 shares

    1.13% of the 13F portfolio, value $871,661.

    13F-HR 0001398344-25-009455 filed by Windsor Advisory Group, 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 4,217 shares
    Change vs previous 13F -1,143 shares

    1.23% of the 13F portfolio, value $1,056,122.

    13F-HR 0001398344-25-002766 filed by Windsor Advisory Group, 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 5,360 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $1,248,766.

    13F-HR 0001398344-24-020721 filed by Windsor Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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