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HFR Wealth Management, LLC: AAPL position timeline

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

HFR Wealth Management, LLC held 77,226 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,226 shares
    Change vs previous 13F -2,683 shares

    5.45% of the 13F portfolio, value $22,346,064.

    13F-HR 0001877822-26-000006 filed by HFR 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 79,909 shares
    Change vs previous 13F -1,324 shares

    4.98% of the 13F portfolio, value $20,280,201.

    13F-HR 0001877822-26-000004 filed by HFR 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 81,233 shares
    Change vs previous 13F -479 shares

    5.21% of the 13F portfolio, value $22,083,909.

    13F-HR 0001877822-26-000002 filed by HFR 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 81,712 shares
    Change vs previous 13F -7,862 shares

    4.77% of the 13F portfolio, value $20,806,351.

    13F-HR 0001877822-25-000011 filed by HFR 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 89,574 shares
    Change vs previous 13F -4,170 shares

    4.44% of the 13F portfolio, value $18,377,946.

    13F-HR 0001877822-25-000006 filed by HFR 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 93,744 shares
    Change vs previous 13F -1,419 shares

    5.07% of the 13F portfolio, value $20,823,443.

    13F-HR 0001877822-25-000004 filed by HFR 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 95,163 shares
    Change vs previous 13F -1,089 shares

    5.89% of the 13F portfolio, value $23,830,831.

    13F-HR 0001877822-25-000002 filed by HFR 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 96,252 shares
    Change vs previous 13F not available

    5.45% of the 13F portfolio, value $22,426,816.

    13F-HR 0001877822-24-000008 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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