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Buck Wealth Strategies, LLC: AAPL position timeline

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

Buck Wealth Strategies, LLC held 77,148 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,148 shares
    Change vs previous 13F +345 shares

    2.33% of the 13F portfolio, value $22,323,569.

    13F-HR 0001973259-26-000003 filed by Buck Wealth Strategies, 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 76,803 shares
    Change vs previous 13F +1,586 shares

    2.41% of the 13F portfolio, value $19,491,847.

    13F-HR 0001973259-26-000002 filed by Buck Wealth Strategies, 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 75,217 shares
    Change vs previous 13F -2,139 shares

    2.6% of the 13F portfolio, value $20,448,572.

    13F-HR 0001973259-26-000001 filed by Buck Wealth Strategies, 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 77,356 shares
    Change vs previous 13F +702 shares

    2.7% of the 13F portfolio, value $19,697,037.

    13F-HR 0001973259-25-000006 filed by Buck Wealth Strategies, 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 76,654 shares
    Change vs previous 13F +9,969 shares

    2.4% of the 13F portfolio, value $15,727,062.

    13F-HR 0001973259-25-000004 filed by Buck Wealth Strategies, 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 66,685 shares
    Change vs previous 13F +6,812 shares

    2.69% of the 13F portfolio, value $14,812,721.

    13F-HR 0001973259-25-000001 filed by Buck Wealth Strategies, 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 59,873 shares
    Change vs previous 13F +12,673 shares

    3.12% of the 13F portfolio, value $14,993,439.

    13F-HR 0001986042-25-000003 filed by Buck Wealth Strategies, 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 47,200 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $10,998,054.

    13F-HR 0001973259-24-000005 filed by Buck Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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