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Bright Futures Wealth Management, LLC.: AAPL position timeline

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

Bright Futures Wealth Management, LLC. held 13,651 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,651 shares
    Change vs previous 13F +230 shares

    2.55% of the 13F portfolio, value $3,950,005.

    13F-HR 0001803980-26-000004 filed by Bright Futures Wealth Management, 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 13,421 shares
    Change vs previous 13F +2,235 shares

    2.33% of the 13F portfolio, value $3,406,211.

    13F-HR 0001803980-26-000002 filed by Bright Futures Wealth Management, 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 11,186 shares
    Change vs previous 13F +63 shares

    2.25% of the 13F portfolio, value $3,040,940.

    13F-HR 0001803980-26-000001 filed by Bright Futures Wealth Management, 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 11,123 shares
    Change vs previous 13F +695 shares

    2.21% of the 13F portfolio, value $2,832,249.

    13F-HR 0001803980-25-000007 filed by Bright Futures Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 10,428 shares
    Change vs previous 13F -1,707 shares

    2.21% of the 13F portfolio, value $2,014,250.

    13F-HR 0001803980-25-000002 filed by Bright Futures Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 12,135 shares
    Change vs previous 13F -30,599 shares

    2.58% of the 13F portfolio, value $2,904,519.

    13F-HR 0001803980-25-000001 filed by Bright Futures Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 42,734 shares
    Change vs previous 13F not available

    4.75% of the 13F portfolio, value $9,833,038.

    13F-HR 0001803980-24-000007 filed by Bright Futures Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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