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Disclosery

BIP Wealth, LLC: AAPL position timeline

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

BIP Wealth, LLC held 121,031 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,031 shares
    Change vs previous 13F +26,397 shares

    0.99% of the 13F portfolio, value $35,021,403.

    13F-HR 0001590214-26-000005 filed by BIP Wealth, 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 94,634 shares
    Change vs previous 13F -12,586 shares

    0.98% of the 13F portfolio, value $24,017,028.

    13F-HR 0001590214-26-000004 filed by BIP Wealth, 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 107,220 shares
    Change vs previous 13F +30,427 shares

    1.03% of the 13F portfolio, value $29,148,958.

    13F-HR 0001590214-26-000001 filed by BIP Wealth, 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 76,793 shares
    Change vs previous 13F +15,177 shares

    0.97% of the 13F portfolio, value $19,553,994.

    13F-HR 0001590214-25-000007 filed by BIP Wealth, 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 61,616 shares
    Change vs previous 13F +992 shares

    0.78% of the 13F portfolio, value $12,641,762.

    13F-HR 0001590214-25-000005 filed by BIP Wealth, 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 60,624 shares
    Change vs previous 13F -1,326 shares

    0.88% of the 13F portfolio, value $13,466,354.

    13F-HR 0001590214-25-000003 filed by BIP Wealth, 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 61,950 shares
    Change vs previous 13F -672 shares

    1.04% of the 13F portfolio, value $15,513,554.

    13F-HR 0001590214-25-000001 filed by BIP Wealth, 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 62,622 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $14,585,210.

    13F-HR 0001590214-24-000005 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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