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Aletheian Wealth Advisors LLC: AAPL position timeline

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

Aletheian Wealth Advisors LLC held 17,243 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 17,243 shares
    Change vs previous 13F +124 shares

    2.31% of the 13F portfolio, value $5,742,264.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,119 shares
    Change vs previous 13F +1,751 shares

    2.12% of the 13F portfolio, value $4,953,554.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth Advisors 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 15,368 shares
    Change vs previous 13F -2,454 shares

    1.9% of the 13F portfolio, value $3,900,245.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth Advisors 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 17,822 shares
    Change vs previous 13F -254 shares

    2.11% of the 13F portfolio, value $4,538,016.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth Advisors 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 18,076 shares
    Change vs previous 13F -780 shares

    1.82% of the 13F portfolio, value $3,708,653.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth Advisors 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 18,856 shares
    Change vs previous 13F +3,248 shares

    2.35% of the 13F portfolio, value $4,188,483.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth Advisors 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 15,608 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $3,908,555.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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