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Advisor OS, LLC: AAPL position timeline

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

Advisor OS, LLC held 164,263 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,263 shares
    Change vs previous 13F -4,574 shares

    3.17% of the 13F portfolio, value $47,531,402.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 168,837 shares
    Change vs previous 13F -1,004 shares

    3.1% of the 13F portfolio, value $42,849,234.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 169,841 shares
    Change vs previous 13F +1,720 shares

    3.72% of the 13F portfolio, value $46,172,952.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 168,121 shares
    Change vs previous 13F +8,443 shares

    3.7% of the 13F portfolio, value $42,808,681.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 159,678 shares
    Change vs previous 13F +6,373 shares

    3.22% of the 13F portfolio, value $32,761,131.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 153,305 shares
    Change vs previous 13F -3,869 shares

    3.88% of the 13F portfolio, value $34,053,787.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 157,174 shares
    Change vs previous 13F +14,516 shares

    4.56% of the 13F portfolio, value $39,359,677.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 142,658 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $33,239,346.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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