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Capital Analysts, LLC: AAPL position timeline

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

Capital Analysts, LLC held 195,454 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 195,454 shares
    Change vs previous 13F -4,227 shares

    1.3% of the 13F portfolio, value $56,557,000.

    13F-HR 0001624758-26-000011 filed by Capital Analysts, 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 199,681 shares
    Change vs previous 13F -3,692 shares

    1.33% of the 13F portfolio, value $50,679,000.

    13F-HR 0001624758-26-000005 filed by Capital Analysts, 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/A 203,373 shares
    Change vs previous 13F +1,302 shares

    1.53% of the 13F portfolio, value $55,289,000.

    13F-HR/A 0001624758-26-000008 filed by Capital Analysts, 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 202,071 shares
    Change vs previous 13F +5,186 shares

    1.5% of the 13F portfolio, value $51,454,000.

    13F-HR 0001624758-25-000011 filed by Capital Analysts, 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 196,885 shares
    Change vs previous 13F -345 shares

    1.35% of the 13F portfolio, value $40,395,000.

    13F-HR 0001624758-25-000006 filed by Capital Analysts, 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 197,230 shares
    Change vs previous 13F -6,334 shares

    1.63% of the 13F portfolio, value $43,811,000.

    13F-HR 0001624758-25-000004 filed by Capital Analysts, 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 203,564 shares
    Change vs previous 13F +343 shares

    2.05% of the 13F portfolio, value $50,977,000.

    13F-HR 0001624758-25-000002 filed by Capital Analysts, 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 203,221 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $47,350,000.

    13F-HR 0001624758-24-000014 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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