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Discipline Wealth Solutions, LLC: AAPL position timeline

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

Discipline Wealth Solutions, LLC held 29,162 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,162 shares
    Change vs previous 13F +687 shares

    0.74% of the 13F portfolio, value $8,438,442.

    13F-HR 0002010507-26-000003 filed by Discipline Wealth Solutions, 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 28,475 shares
    Change vs previous 13F +3,907 shares

    0.76% of the 13F portfolio, value $7,226,606.

    13F-HR 0002010507-26-000002 filed by Discipline Wealth Solutions, 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 24,568 shares
    Change vs previous 13F +3,782 shares

    1.24% of the 13F portfolio, value $6,679,168.

    13F-HR 0002010507-26-000001 filed by Discipline Wealth Solutions, 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 20,786 shares
    Change vs previous 13F +4,877 shares

    1.4% of the 13F portfolio, value $5,292,685.

    13F-HR 0002010507-25-000006 filed by Discipline Wealth Solutions, 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 15,909 shares
    Change vs previous 13F +6,534 shares

    1.25% of the 13F portfolio, value $3,264,037.

    13F-HR 0002010507-25-000004 filed by Discipline Wealth Solutions, 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 9,375 shares
    Change vs previous 13F +1 shares

    0.99% of the 13F portfolio, value $2,082,526.

    13F-HR 0002010507-25-000002 filed by Discipline Wealth Solutions, 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 9,374 shares
    Change vs previous 13F +733 shares

    1.09% of the 13F portfolio, value $2,347,521.

    13F-HR 0002011580-25-000002 filed by Discipline Wealth Solutions, 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 8,641 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,013,237.

    13F-HR 0002010507-24-000006 filed by Discipline Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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