BCR Wealth Strategies, LLC: AAPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BCR Wealth Strategies, LLC on AAPL, newest first. How the timeline and the estimate are built.
BCR Wealth Strategies, LLC held 2,156 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 2,156 sharesChange vs previous 13F +25 shares
0.18% of the 13F portfolio, value $623,000.
13F-HR 0001908380-26-000003 filed by BCR Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,131 sharesChange vs previous 13F -200 shares
0.17% of the 13F portfolio, value $540,000.
13F-HR 0001908380-26-000002 filed by BCR Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,331 sharesChange vs previous 13F 0 shares
0.21% of the 13F portfolio, value $633,000.
13F-HR 0001908380-26-000001 filed by BCR Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,331 sharesChange vs previous 13F +35 shares
0.21% of the 13F portfolio, value $593,000.
13F-HR 0001908380-25-000011 filed by BCR Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,296 sharesChange vs previous 13F -576 shares
0.18% of the 13F portfolio, value $471,000.
13F-HR 0001907157-25-000023 filed by BCR Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,872 sharesChange vs previous 13F +1,310 shares
0.28% of the 13F portfolio, value $637,000.
13F-HR 0001842974-25-000003 filed by BCR Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,562 sharesChange vs previous 13F +25 shares
0.18% of the 13F portfolio, value $391,000.
13F-HR 0001907157-25-000006 filed by BCR Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,537 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $358,000.
13F-HR 0001792704-24-000014 filed by BCR Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).