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ADG Wealth Management Group, LLC: AAPL position timeline

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

ADG Wealth Management Group, LLC held 5,388 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,388 shares
    Change vs previous 13F +380 shares

    0.99% of the 13F portfolio, value $1,559,350.

    13F-HR 0002053824-26-000004 filed by ADG Wealth Management Group, 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 5,008 shares
    Change vs previous 13F +508 shares

    0.88% of the 13F portfolio, value $1,271,013.

    13F-HR 0002053824-26-000002 filed by ADG Wealth Management Group, 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 4,500 shares
    Change vs previous 13F +59 shares

    0.93% of the 13F portfolio, value $1,223,562.

    13F-HR 0002053824-26-000001 filed by ADG Wealth Management Group, 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 4,441 shares
    Change vs previous 13F +122 shares

    0.9% of the 13F portfolio, value $1,130,737.

    13F-HR 0002053824-25-000006 filed by ADG Wealth Management Group, 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 4,319 shares
    Change vs previous 13F +231 shares

    0.75% of the 13F portfolio, value $886,069.

    13F-HR 0002053824-25-000005 filed by ADG Wealth Management Group, 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 4,088 shares
    Change vs previous 13F +13 shares

    0.86% of the 13F portfolio, value $908,067.

    13F-HR 0002053824-25-000003 filed by ADG Wealth Management Group, 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 4,075 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,020,462.

    13F-HR 0002053824-25-000002 filed by ADG Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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