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Elwood & Goetz Wealth Advisory Group, LLC: AAPL position timeline

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

Elwood & Goetz Wealth Advisory Group, LLC held 22,873 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,873 shares
    Change vs previous 13F +652 shares

    0.98% of the 13F portfolio, value $6,618,391.

    13F-HR 0001752758-26-000006 filed by Elwood & Goetz Wealth Advisory Group, 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 22,221 shares
    Change vs previous 13F +1,372 shares

    0.96% of the 13F portfolio, value $5,639,560.

    13F-HR 0001752758-26-000003 filed by Elwood & Goetz Wealth Advisory Group, 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 20,849 shares
    Change vs previous 13F +1,055 shares

    1% of the 13F portfolio, value $5,668,064.

    13F-HR 0001752758-26-000001 filed by Elwood & Goetz Wealth Advisory Group, 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 19,794 shares
    Change vs previous 13F +3,441 shares

    0.97% of the 13F portfolio, value $5,040,027.

    13F-HR 0001752758-25-000003 filed by Elwood & Goetz Wealth Advisory Group, 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 16,353 shares
    Change vs previous 13F +1,265 shares

    0.73% of the 13F portfolio, value $3,355,049.

    13F-HR 0001085146-25-003958 filed by Elwood & Goetz Wealth Advisory Group, 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 15,088 shares
    Change vs previous 13F +441 shares

    0.82% of the 13F portfolio, value $3,351,394.

    13F-HR 0001085146-25-002242 filed by Elwood & Goetz Wealth Advisory Group, 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 14,647 shares
    Change vs previous 13F -489 shares

    0.89% of the 13F portfolio, value $3,667,785.

    13F-HR 0001085146-25-000728 filed by Elwood & Goetz Wealth Advisory Group, 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 15,136 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $3,526,579.

    13F-HR 0001085146-24-005099 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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