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Aprio Wealth Management, LLC: AAPL position timeline

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

Aprio Wealth Management, LLC held 97,228 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,228 shares
    Change vs previous 13F -324 shares

    1.39% of the 13F portfolio, value $28,133,870.

    13F-HR 0001398344-26-012645 filed by Aprio 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 97,552 shares
    Change vs previous 13F +2,132 shares

    1.35% of the 13F portfolio, value $24,757,597.

    13F-HR 0001398344-26-008933 filed by Aprio 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 95,420 shares
    Change vs previous 13F +23,112 shares

    1.49% of the 13F portfolio, value $25,941,004.

    13F-HR 0001803519-26-000001 filed by Aprio 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 72,308 shares
    Change vs previous 13F +6,603 shares

    1.83% of the 13F portfolio, value $18,411,801.

    13F-HR 0001803519-25-000006 filed by Aprio 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 65,705 shares
    Change vs previous 13F +5,094 shares

    1.52% of the 13F portfolio, value $13,480,749.

    13F-HR 0001803519-25-000004 filed by Aprio 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 60,611 shares
    Change vs previous 13F +4,389 shares

    1.69% of the 13F portfolio, value $13,463,436.

    13F-HR 0001803519-25-000003 filed by Aprio 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 56,222 shares
    Change vs previous 13F +8,229 shares

    2.05% of the 13F portfolio, value $14,079,140.

    13F-HR 0001472800-25-000002 filed by Aprio 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 47,993 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $11,182,345.

    13F-HR 0001803519-24-000004 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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