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Disclosery

Balance Wealth Partners LLC: AAPL position timeline

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

Balance Wealth Partners LLC held 11,760 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,760 shares
    Change vs previous 13F +899 shares

    0.91% of the 13F portfolio, value $3,402,823.

    13F-HR 0001754960-26-000596 filed by Balance Wealth Partners 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 10,861 shares
    Change vs previous 13F +1,966 shares

    0.86% of the 13F portfolio, value $2,756,601.

    13F-HR 0001754960-26-000281 filed by Balance Wealth Partners 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 8,895 shares
    Change vs previous 13F -423 shares

    0.78% of the 13F portfolio, value $2,418,134.

    13F-HR 0001754960-26-000102 filed by Balance Wealth Partners 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 9,318 shares
    Change vs previous 13F +3,292 shares

    0.59% of the 13F portfolio, value $2,372,691.

    13F-HR 0001754960-25-000688 filed by Balance Wealth Partners 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 6,026 shares
    Change vs previous 13F +42 shares

    0.72% of the 13F portfolio, value $1,236,415.

    13F-HR 0001754960-25-000599 filed by Balance Wealth Partners 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 5,984 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,329,254.

    13F-HR 0001754960-25-000245 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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