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Disclosery

Alpha Wealth Funds, LLC: AAPL position timeline

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

Alpha Wealth Funds, LLC held 793 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 793 shares
    Change vs previous 13F +793 shares

    0.14% of the 13F portfolio, value $229,462.

    13F-HR 0002059327-26-000003 filed by Alpha Wealth Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -13,441 shares

    13F-HR 0002059327-25-000005 filed by Alpha Wealth Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 13,441 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $3,365,895.

    13F-HR 0002059327-25-000001 filed by Alpha Wealth Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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