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Disclosery

BetterWealth, LLC: AAPL position timeline

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

BetterWealth, LLC held 164,003 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 164,003 shares
    Change vs previous 13F -11,209 shares

    8.4% of the 13F portfolio, value $47,455,927.

    13F-HR 0002085853-26-000799 filed by BetterWealth, 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 175,212 shares
    Change vs previous 13F +43,131 shares

    8.72% of the 13F portfolio, value $44,467,046.

    13F-HR 0002085853-26-000492 filed by BetterWealth, 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 132,081 shares
    Change vs previous 13F -712 shares

    8.19% of the 13F portfolio, value $35,907,506.

    13F-HR 0001911702-26-000001 filed by BetterWealth, 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 132,793 shares
    Change vs previous 13F -11,793 shares

    8.05% of the 13F portfolio, value $33,813,024.

    13F-HR 0001911702-25-000002 filed by BetterWealth, 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 144,586 shares
    Change vs previous 13F -2,898 shares

    7.6% of the 13F portfolio, value $29,664,653.

    13F-HR 0001085146-25-003797 filed by BetterWealth, 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 147,484 shares
    Change vs previous 13F -30,396 shares

    9.19% of the 13F portfolio, value $32,760,527.

    13F-HR 0001085146-25-002365 filed by BetterWealth, LLC
    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 177,880 shares
    Change vs previous 13F +36,631 shares

    12.27% of the 13F portfolio, value $44,544,677.

    13F-HR 0001085146-25-000425 filed by BetterWealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 141,249 shares
    Change vs previous 13F not available

    9.73% of the 13F portfolio, value $32,910,906.

    13F-HR 0001085146-24-005066 filed by BetterWealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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