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Geometric Wealth Advisors: AAPL position timeline

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

Geometric Wealth Advisors held 17,146 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,146 shares
    Change vs previous 13F +279 shares

    0.54% of the 13F portfolio, value $4,961,244.

    13F-HR 0001900576-26-000005 filed by Geometric Wealth Advisors
    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 16,867 shares
    Change vs previous 13F +128 shares

    0.54% of the 13F portfolio, value $4,280,792.

    13F-HR 0001900576-26-000003 filed by Geometric Wealth Advisors
    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 16,739 shares
    Change vs previous 13F -413 shares

    0.59% of the 13F portfolio, value $4,550,740.

    13F-HR 0001900576-26-000001 filed by Geometric Wealth Advisors
    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 17,152 shares
    Change vs previous 13F -628 shares

    0.58% of the 13F portfolio, value $4,367,484.

    13F-HR 0001900576-25-000008 filed by Geometric Wealth Advisors
    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 17,780 shares
    Change vs previous 13F +58 shares

    0.54% of the 13F portfolio, value $3,647,979.

    13F-HR 0001900576-25-000007 filed by Geometric Wealth Advisors
    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 17,722 shares
    Change vs previous 13F +92 shares

    0.67% of the 13F portfolio, value $3,936,649.

    13F-HR 0001900576-25-000005 filed by Geometric Wealth Advisors
    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 17,630 shares
    Change vs previous 13F -2 shares

    0.8% of the 13F portfolio, value $4,414,791.

    13F-HR 0001900576-25-000002 filed by Geometric Wealth Advisors
    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 17,632 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $4,108,320.

    13F-HR 0001900576-24-000006 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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