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Echo Wealth Management, LLC: AAPL position timeline

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

Echo Wealth Management, LLC held 7,954 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 7,954 shares
    Change vs previous 13F +624 shares

    1.17% of the 13F portfolio, value $2,301,569.

    13F-HR 0001398344-26-012617 filed by Echo 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 7,330 shares
    Change vs previous 13F -3,423 shares

    1.07% of the 13F portfolio, value $1,860,281.

    13F-HR 0001398344-26-006803 filed by Echo 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 10,753 shares
    Change vs previous 13F -586 shares

    1.71% of the 13F portfolio, value $2,923,311.

    13F-HR 0001398344-26-001002 filed by Echo 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 11,339 shares
    Change vs previous 13F -12,558 shares

    1.69% of the 13F portfolio, value $2,887,250.

    13F-HR 0001398344-25-019534 filed by Echo 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 ended2025-06-30
    13F 23,897 shares
    Change vs previous 13F -5,490 shares

    3% of the 13F portfolio, value $4,902,947.

    13F-HR 0001398344-25-013461 filed by Echo 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 ended2025-03-31
    13F 29,387 shares
    Change vs previous 13F -2,565 shares

    4.41% of the 13F portfolio, value $6,527,737.

    13F-HR 0001398344-25-007422 filed by Echo 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 ended2024-12-31
    13F 31,952 shares
    Change vs previous 13F -201 shares

    5.53% of the 13F portfolio, value $8,001,423.

    13F-HR 0001398344-25-000865 filed by Echo Wealth Management, 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 32,153 shares
    Change vs previous 13F not available

    5.16% of the 13F portfolio, value $7,380,403.

    13F-HR 0001398344-24-019033 filed by Echo Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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