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Disclosery

Edge Wealth Management LLC: AAPL position timeline

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

Edge Wealth Management LLC held 165,348 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,348 shares
    Change vs previous 13F -367 shares

    8.06% of the 13F portfolio, value $47,845,008.

    13F-HR 0001567163-26-000005 filed by Edge 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 165,715 shares
    Change vs previous 13F -16,058 shares

    7.19% of the 13F portfolio, value $42,056,911.

    13F-HR 0001567163-26-000003 filed by Edge 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 181,773 shares
    Change vs previous 13F -2,444 shares

    8.72% of the 13F portfolio, value $49,416,831.

    13F-HR 0001567163-26-000001 filed by Edge 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 184,217 shares
    Change vs previous 13F +305 shares

    8.31% of the 13F portfolio, value $46,907,110.

    13F-HR 0001085146-25-005929 filed by Edge 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 183,912 shares
    Change vs previous 13F -2,065 shares

    7.28% of the 13F portfolio, value $37,799,498.

    13F-HR 0001085146-25-003784 filed by Edge 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 185,977 shares
    Change vs previous 13F +80 shares

    8.38% of the 13F portfolio, value $41,311,035.

    13F-HR 0001085146-25-002050 filed by Edge 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 185,897 shares
    Change vs previous 13F -5,423 shares

    9.42% of the 13F portfolio, value $46,552,432.

    13F-HR 0001085146-25-000220 filed by Edge 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 191,320 shares
    Change vs previous 13F not available

    8.94% of the 13F portfolio, value $44,558,425.

    13F-HR 0001085146-24-004911 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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