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Disclosery

BCS Wealth Management: AAPL position timeline

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

BCS Wealth Management held 18,426 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,426 shares
    Change vs previous 13F -195 shares

    0.96% of the 13F portfolio, value $5,331,618.

    13F-HR 0001798172-26-000003 filed by BCS Wealth Management
    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 18,621 shares
    Change vs previous 13F -18,969 shares

    0.96% of the 13F portfolio, value $4,725,599.

    13F-HR 0001798172-26-000002 filed by BCS Wealth Management
    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 37,590 shares
    Change vs previous 13F +19,362 shares

    1.03% of the 13F portfolio, value $10,218,974.

    13F-HR 0001798172-26-000001 filed by BCS Wealth Management
    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 18,228 shares
    Change vs previous 13F -6,759 shares

    1.05% of the 13F portfolio, value $4,641,147.

    13F-HR 0001798172-25-000007 filed by BCS Wealth Management
    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 24,987 shares
    Change vs previous 13F +7,701 shares

    1.1% of the 13F portfolio, value $5,127,000.

    13F-HR 0001798172-25-000004 filed by BCS Wealth Management
    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 17,286 shares
    Change vs previous 13F -16,822 shares

    0.99% of the 13F portfolio, value $3,840,000.

    13F-HR 0001798172-25-000003 filed by BCS Wealth Management
    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 34,108 shares
    Change vs previous 13F +11,255 shares

    2.12% of the 13F portfolio, value $8,541,000.

    13F-HR 0001798172-25-000001 filed by BCS Wealth Management
    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 22,853 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $5,325,000.

    13F-HR 0001798172-24-000007 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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