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Disclosery

Element Wealth, LLC: AAPL position timeline

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

Element Wealth, LLC held 8,825 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,825 shares
    Change vs previous 13F +30 shares

    0.96% of the 13F portfolio, value $2,553,525.

    13F-HR 0001398344-26-014580 filed by Element Wealth, 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 8,795 shares
    Change vs previous 13F -335 shares

    0.92% of the 13F portfolio, value $2,232,046.

    13F-HR 0001398344-26-008170 filed by Element Wealth, 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 9,130 shares
    Change vs previous 13F +124 shares

    1.03% of the 13F portfolio, value $2,482,153.

    13F-HR 0001398344-26-003058 filed by Element Wealth, 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 9,006 shares
    Change vs previous 13F -1,305 shares

    1% of the 13F portfolio, value $2,293,286.

    13F-HR 0001398344-25-019962 filed by Element Wealth, 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 10,311 shares
    Change vs previous 13F +104 shares

    0.97% of the 13F portfolio, value $2,115,469.

    13F-HR 0001398344-25-013585 filed by Element Wealth, 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 10,207 shares
    Change vs previous 13F -1,031 shares

    1.22% of the 13F portfolio, value $2,267,202.

    13F-HR 0001398344-25-008003 filed by Element Wealth, 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 11,238 shares
    Change vs previous 13F +343 shares

    1.47% of the 13F portfolio, value $2,814,290.

    13F-HR 0001398344-25-001751 filed by Element Wealth, 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 10,895 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,538,536.

    13F-HR 0001398344-24-019229 filed by Element Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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