Skip to content
Disclosery

Beacon Wealthcare LLC: AAPL position timeline

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

Beacon Wealthcare LLC held 5,729 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,729 shares
    Change vs previous 13F -51 shares

    0.6% of the 13F portfolio, value $1,907,887.

    13F-HR 0001849336-26-000005 filed by Beacon Wealthcare LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,780 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,672,501.

    13F-HR 0001849336-26-000003 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,780 shares
    Change vs previous 13F -35 shares

    0.52% of the 13F portfolio, value $1,466,906.

    13F-HR 0001849336-26-000002 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,815 shares
    Change vs previous 13F -201 shares

    0.54% of the 13F portfolio, value $1,580,866.

    13F-HR 0001849336-26-000001 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,016 shares
    Change vs previous 13F +908 shares

    0.54% of the 13F portfolio, value $1,531,854.

    13F-HR 0001849336-25-000006 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,108 shares
    Change vs previous 13F +57 shares

    0.4% of the 13F portfolio, value $1,048,008.

    13F-HR 0001849336-25-000004 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,051 shares
    Change vs previous 13F +5 shares

    0.46% of the 13F portfolio, value $1,121,979.

    13F-HR 0001849336-25-000002 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,046 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,263,619.

    13F-HR 0001849336-25-000001 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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