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BLODGETT WEALTH ADVISORS, LLC: AAPL position timeline

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

BLODGETT WEALTH ADVISORS, LLC held 56,523 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,523 shares
    Change vs previous 13F -564 shares

    10.96% of the 13F portfolio, value $16,355,368.

    13F-HR 0001907826-26-000003 filed by BLODGETT WEALTH ADVISORS, 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 57,087 shares
    Change vs previous 13F -1,800 shares

    11.48% of the 13F portfolio, value $14,488,151.

    13F-HR 0001907826-26-000002 filed by BLODGETT WEALTH ADVISORS, 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 58,887 shares
    Change vs previous 13F -823 shares

    11.17% of the 13F portfolio, value $16,008,950.

    13F-HR 0001907826-26-000001 filed by BLODGETT WEALTH ADVISORS, 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/A 59,710 shares
    Change vs previous 13F -600 shares

    10.47% of the 13F portfolio, value $15,204,040.

    13F-HR/A 0001907826-25-000003 filed by BLODGETT WEALTH ADVISORS, 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 60,310 shares
    Change vs previous 13F -4,309 shares

    9.69% of the 13F portfolio, value $12,373,769.

    13F-HR 0001085146-25-003628 filed by BLODGETT WEALTH ADVISORS, 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 64,619 shares
    Change vs previous 13F -4,038 shares

    12.23% of the 13F portfolio, value $14,353,885.

    13F-HR 0001085146-25-002131 filed by BLODGETT WEALTH ADVISORS, 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 68,657 shares
    Change vs previous 13F +91 shares

    13.48% of the 13F portfolio, value $17,193,025.

    13F-HR 0001085146-25-000469 filed by BLODGETT WEALTH ADVISORS, 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 68,566 shares
    Change vs previous 13F not available

    13.43% of the 13F portfolio, value $15,975,922.

    13F-HR 0001085146-24-005030 filed by BLODGETT WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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