Skip to content
Disclosery

Abound Wealth Management: AAPL position timeline

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

Abound Wealth Management held 38,371 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,371 shares
    Change vs previous 13F -3,867 shares

    2.2% of the 13F portfolio, value $11,103,140.

    13F-HR 0001950323-26-000007 filed by Abound Wealth Management
    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 42,238 shares
    Change vs previous 13F -88 shares

    2.44% of the 13F portfolio, value $10,719,524.

    13F-HR 0001950323-26-000005 filed by Abound Wealth Management
    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 42,326 shares
    Change vs previous 13F +3,386 shares

    2.69% of the 13F portfolio, value $11,506,717.

    13F-HR 0001950323-26-000003 filed by Abound Wealth Management
    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 38,940 shares
    Change vs previous 13F -1,084 shares

    2.48% of the 13F portfolio, value $9,915,296.

    13F-HR 0001950323-25-000013 filed by Abound Wealth Management
    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 40,024 shares
    Change vs previous 13F +382 shares

    2.32% of the 13F portfolio, value $8,211,774.

    13F-HR 0001950323-25-000009 filed by Abound Wealth Management
    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 39,642 shares
    Change vs previous 13F +5,115 shares

    2.94% of the 13F portfolio, value $8,805,627.

    13F-HR 0001950323-25-000007 filed by Abound Wealth Management
    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 34,527 shares
    Change vs previous 13F -128 shares

    2.77% of the 13F portfolio, value $8,646,326.

    13F-HR 0001950323-25-000002 filed by Abound Wealth Management
    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 34,655 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $8,074,642.

    13F-HR 0001398344-24-019861 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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