Skip to content
Disclosery

Berry Wealth Group, LP: AAPL position timeline

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

Berry Wealth Group, LP held 11,664 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,664 shares
    Change vs previous 13F -89 shares

    10.84% of the 13F portfolio, value $3,375,129.

    13F-HR 0001951757-26-001258 filed by Berry Wealth Group, LP
    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 11,753 shares
    Change vs previous 13F -416 shares

    11.15% of the 13F portfolio, value $2,982,760.

    13F-HR 0001951757-26-000698 filed by Berry Wealth Group, LP
    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 12,169 shares
    Change vs previous 13F -848 shares

    11.62% of the 13F portfolio, value $3,308,298.

    13F-HR 0001951757-26-000353 filed by Berry Wealth Group, LP
    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 13,017 shares
    Change vs previous 13F -26,737 shares

    10.82% of the 13F portfolio, value $3,314,464.

    13F-HR 0001951757-25-001408 filed by Berry Wealth Group, LP
    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 39,754 shares
    Change vs previous 13F +356 shares

    5.71% of the 13F portfolio, value $8,156,391.

    13F-HR 0001951757-25-001079 filed by Berry Wealth Group, LP
    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 39,398 shares
    Change vs previous 13F -650 shares

    6.85% of the 13F portfolio, value $8,751,546.

    13F-HR 0001951757-25-000426 filed by Berry Wealth Group, LP
    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 40,048 shares
    Change vs previous 13F -855 shares

    7.23% of the 13F portfolio, value $10,028,780.

    13F-HR 0001951757-25-000117 filed by Berry Wealth Group, LP
    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 40,903 shares
    Change vs previous 13F not available

    6.83% of the 13F portfolio, value $9,530,468.

    13F-HR 0001951757-24-001081 filed by Berry Wealth Group, LP
    Filed (acceptance time not in the bulk data set), ingested

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