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Disclosery

Fourth Dimension Wealth, LLC: AAPL position timeline

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

Fourth Dimension Wealth, LLC held 52,823 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,823 shares
    Change vs previous 13F -1,160 shares

    4.83% of the 13F portfolio, value $15,284,957.

    13F-HR 0002056691-26-000003 filed by Fourth Dimension 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 53,983 shares
    Change vs previous 13F -2,138 shares

    5.2% of the 13F portfolio, value $13,700,484.

    13F-HR 0002056691-26-000002 filed by Fourth Dimension 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 56,121 shares
    Change vs previous 13F -326 shares

    5.57% of the 13F portfolio, value $15,256,825.

    13F-HR 0002056691-26-000001 filed by Fourth Dimension 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 56,447 shares
    Change vs previous 13F +1,014 shares

    5.48% of the 13F portfolio, value $14,373,096.

    13F-HR 0002056691-25-000006 filed by Fourth Dimension 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 55,433 shares
    Change vs previous 13F -2,131 shares

    4.8% of the 13F portfolio, value $11,373,181.

    13F-HR 0002056691-25-000004 filed by Fourth Dimension 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 57,564 shares
    Change vs previous 13F +7,220 shares

    6.18% of the 13F portfolio, value $12,786,658.

    13F-HR 0002056691-25-000002 filed by Fourth Dimension 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 50,344 shares
    Change vs previous 13F not available

    6.58% of the 13F portfolio, value $12,619,623.

    13F-HR 0002056691-25-000001 filed by Fourth Dimension Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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