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AE Wealth Management LLC: AAPL position timeline

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

AE Wealth Management LLC held 2,564,770 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,564,770 shares
    Change vs previous 13F +146,396 shares

    3.46% of the 13F portfolio, value $742,140,714.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 2,418,374 shares
    Change vs previous 13F +267,540 shares

    3.32% of the 13F portfolio, value $613,759,743.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management 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 2,150,834 shares
    Change vs previous 13F +140,705 shares

    3.36% of the 13F portfolio, value $584,726,221.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 2,010,129 shares
    Change vs previous 13F +206,188 shares

    3.26% of the 13F portfolio, value $511,840,174.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 1,803,941 shares
    Change vs previous 13F +109,625 shares

    2.71% of the 13F portfolio, value $370,115,458.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 1,694,316 shares
    Change vs previous 13F +62,833 shares

    3.16% of the 13F portfolio, value $376,358,351.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management 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 1,631,483 shares
    Change vs previous 13F +98,497 shares

    3.47% of the 13F portfolio, value $408,555,341.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management 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 1,532,986 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $357,186,315.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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