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Consilium Wealth Advisory, LLC: AAPL position timeline

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

Consilium Wealth Advisory, LLC held 73,720 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,720 shares
    Change vs previous 13F -3,674 shares

    6.33% of the 13F portfolio, value $21,331,625.

    13F-HR 0002085853-26-000977 filed by Consilium Wealth Advisory, 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 77,394 shares
    Change vs previous 13F +8,005 shares

    6.7% of the 13F portfolio, value $19,641,869.

    13F-HR 0002085853-26-000417 filed by Consilium Wealth Advisory, 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 69,389 shares
    Change vs previous 13F +140 shares

    6.96% of the 13F portfolio, value $18,864,054.

    13F-HR 0002085853-26-000085 filed by Consilium Wealth Advisory, 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 69,249 shares
    Change vs previous 13F -1,564 shares

    6.8% of the 13F portfolio, value $17,632,749.

    13F-HR 0002085853-25-000119 filed by Consilium Wealth Advisory, 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 70,813 shares
    Change vs previous 13F -508 shares

    6.13% of the 13F portfolio, value $14,528,648.

    13F-HR 0001667731-25-000895 filed by Consilium Wealth Advisory, 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 71,321 shares
    Change vs previous 13F -1,276 shares

    7.94% of the 13F portfolio, value $15,842,522.

    13F-HR 0001667731-25-000452 filed by Consilium Wealth Advisory, 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 72,597 shares
    Change vs previous 13F -108 shares

    8.67% of the 13F portfolio, value $18,179,783.

    13F-HR 0001667731-25-000207 filed by Consilium Wealth Advisory, 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 72,705 shares
    Change vs previous 13F not available

    9.25% of the 13F portfolio, value $16,940,184.

    13F-HR 0001904906-24-000004 filed by Consilium Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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