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HB Wealth Management, LLC: AAPL position timeline

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

HB Wealth Management, LLC held 1,596,965 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,596,965 shares
    Change vs previous 13F +8,123 shares

    2.59% of the 13F portfolio, value $462,098,050.

    13F-HR 0001172661-26-002920 filed by HB Wealth 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 1,588,842 shares
    Change vs previous 13F +48,479 shares

    2.62% of the 13F portfolio, value $403,232,319.

    13F-HR 0001172661-26-001543 filed by HB Wealth 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 1,540,363 shares
    Change vs previous 13F +17,648 shares

    2.72% of the 13F portfolio, value $418,763,174.

    13F-HR 0001172661-26-000353 filed by HB Wealth 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 1,522,715 shares
    Change vs previous 13F +247,436 shares

    2.63% of the 13F portfolio, value $387,729,122.

    13F-HR 0001172661-25-004398 filed by HB Wealth 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 1,275,279 shares
    Change vs previous 13F -244,197 shares

    2.09% of the 13F portfolio, value $261,649,180.

    13F-HR 0001172661-25-002644 filed by HB Wealth 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 1,519,476 shares
    Change vs previous 13F +306,327 shares

    2.84% of the 13F portfolio, value $337,521,351.

    13F-HR 0001172661-25-001594 filed by HB Wealth 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 1,213,149 shares
    Change vs previous 13F +39,867 shares

    3.11% of the 13F portfolio, value $303,807,830.

    13F-HR 0001172661-25-000193 filed by HB Wealth 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 1,173,282 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $273,374,785.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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