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4WEALTH ADVISORS, INC.: AAPL position timeline

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

4WEALTH ADVISORS, INC. held 9,114 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,114 shares
    Change vs previous 13F -1,771 shares

    2.08% of the 13F portfolio, value $3,002,382.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,885 shares
    Change vs previous 13F -183 shares

    2.35% of the 13F portfolio, value $3,066,795.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    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 11,068 shares
    Change vs previous 13F +397 shares

    2.33% of the 13F portfolio, value $2,729,734.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    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 10,671 shares
    Change vs previous 13F -922 shares

    2.51% of the 13F portfolio, value $2,901,069.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    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 11,593 shares
    Change vs previous 13F +573 shares

    2.73% of the 13F portfolio, value $2,951,897.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    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 11,020 shares
    Change vs previous 13F -221 shares

    2.35% of the 13F portfolio, value $2,261,023.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    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 11,241 shares
    Change vs previous 13F -160 shares

    2.76% of the 13F portfolio, value $2,496,982.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    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 11,401 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $2,855,012.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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