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Gradient Investments LLC: AAPL position timeline

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

Gradient Investments LLC held 452,884 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 452,884 shares
    Change vs previous 13F -49,131 shares

    2.15% of the 13F portfolio, value $150,819,449.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 502,015 shares
    Change vs previous 13F +8,747 shares

    2% of the 13F portfolio, value $145,262,925.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 493,268 shares
    Change vs previous 13F -13,412 shares

    1.94% of the 13F portfolio, value $125,186,585.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 506,680 shares
    Change vs previous 13F +24,728 shares

    2.19% of the 13F portfolio, value $137,745,942.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 481,952 shares
    Change vs previous 13F +16,687 shares

    2.05% of the 13F portfolio, value $122,719,363.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 465,265 shares
    Change vs previous 13F +24,931 shares

    1.75% of the 13F portfolio, value $95,458,416.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 440,334 shares
    Change vs previous 13F +54,737 shares

    1.97% of the 13F portfolio, value $97,811,319.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 385,597 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $96,561,098.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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