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GeoWealth Management, LLC: AAPL position timeline

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

GeoWealth Management, LLC held 81,260 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,260 shares
    Change vs previous 13F -3,566 shares

    0.74% of the 13F portfolio, value $23,512,870.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 84,826 shares
    Change vs previous 13F +909 shares

    0.78% of the 13F portfolio, value $21,528,287.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 83,917 shares
    Change vs previous 13F +316 shares

    0.84% of the 13F portfolio, value $22,814,155.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 83,601 shares
    Change vs previous 13F +1,583 shares

    0.78% of the 13F portfolio, value $21,287,520.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 82,018 shares
    Change vs previous 13F -684 shares

    0.66% of the 13F portfolio, value $16,827,936.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 82,702 shares
    Change vs previous 13F -29,188 shares

    0.74% of the 13F portfolio, value $18,370,804.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 111,890 shares
    Change vs previous 13F -2,580 shares

    0.92% of the 13F portfolio, value $28,019,690.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 114,470 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $26,671,571.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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