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Delta Wealth Advisors LLC: AAPL position timeline

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

Delta Wealth Advisors LLC held 5,129 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,129 shares
    Change vs previous 13F 0 shares

    1.17% of the 13F portfolio, value $1,708,169.

    13F-HR 0002085853-26-001142 filed by Delta Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,129 shares
    Change vs previous 13F -4 shares

    1.06% of the 13F portfolio, value $1,484,222.

    13F-HR 0002085853-26-000720 filed by Delta 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 ended2026-03-31
    13F 5,133 shares
    Change vs previous 13F -495 shares

    0.99% of the 13F portfolio, value $1,302,787.

    13F-HR 0002085853-26-000437 filed by Delta 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 ended2025-12-31
    13F 5,628 shares
    Change vs previous 13F 0 shares

    1.28% of the 13F portfolio, value $1,530,117.

    13F-HR 0002085853-26-000119 filed by Delta 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 ended2025-09-30
    13F 5,628 shares
    Change vs previous 13F -40 shares

    1.12% of the 13F portfolio, value $1,433,141.

    13F-HR 0002085853-25-000120 filed by Delta 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 ended2025-06-30
    13F 5,668 shares
    Change vs previous 13F -182 shares

    0.97% of the 13F portfolio, value $1,162,830.

    13F-HR 0002085853-25-000065 filed by Delta 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 ended2025-03-31
    13F 5,850 shares
    Change vs previous 13F -732 shares

    1.18% of the 13F portfolio, value $1,299,381.

    13F-HR 0002085853-25-000064 filed by Delta 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 ended2024-12-31
    13F 6,582 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $1,648,174.

    13F-HR 0002085853-25-000063 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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