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Disclosery

Zhang Financial LLC: AAPL position timeline

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

Zhang Financial LLC held 229,050 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 229,050 shares
    Change vs previous 13F +2,990 shares

    1.94% of the 13F portfolio, value $66,277,939.

    13F-HR 0001776290-26-000005 filed by Zhang 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 226,060 shares
    Change vs previous 13F +9,352 shares

    1.98% of the 13F portfolio, value $57,371,934.

    13F-HR 0001776290-26-000004 filed by Zhang 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 216,708 shares
    Change vs previous 13F +11,749 shares

    2.2% of the 13F portfolio, value $58,914,125.

    13F-HR 0001776290-26-000002 filed by Zhang 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 204,959 shares
    Change vs previous 13F +2,822 shares

    2.12% of the 13F portfolio, value $52,188,871.

    13F-HR 0001776290-25-000006 filed by Zhang 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 202,137 shares
    Change vs previous 13F +2,415 shares

    1.91% of the 13F portfolio, value $41,472,432.

    13F-HR 0001776290-25-000005 filed by Zhang 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 199,722 shares
    Change vs previous 13F +3,715 shares

    2.35% of the 13F portfolio, value $44,364,294.

    13F-HR 0001776290-25-000002 filed by Zhang 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 196,007 shares
    Change vs previous 13F -3,658 shares

    2.81% of the 13F portfolio, value $49,084,197.

    13F-HR 0001776290-25-000001 filed by Zhang 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 199,665 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $46,522,125.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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