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Holos Integrated Wealth LLC: AAPL position timeline

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

Holos Integrated Wealth LLC held 8,181 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,181 shares
    Change vs previous 13F -2,209 shares

    1.19% of the 13F portfolio, value $2,541,597.

    13F-HR 0001437749-26-023590 filed by Holos Integrated 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 10,390 shares
    Change vs previous 13F +2,168 shares

    1.33% of the 13F portfolio, value $2,633,920.

    13F-HR 0001437749-26-011783 filed by Holos Integrated 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 8,222 shares
    Change vs previous 13F -120 shares

    1.24% of the 13F portfolio, value $2,228,244.

    13F-HR 0001437749-26-000265 filed by Holos Integrated 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 8,342 shares
    Change vs previous 13F 0 shares

    1.2% of the 13F portfolio, value $2,046,042.

    13F-HR 0001437749-26-000274 filed by Holos Integrated 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 8,342 shares
    Change vs previous 13F -1,110 shares

    1.15% of the 13F portfolio, value $1,913,238.

    13F-HR 0001437749-25-026425 filed by Holos Integrated 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 9,452 shares
    Change vs previous 13F -2,754 shares

    1.38% of the 13F portfolio, value $2,099,573.

    13F-HR 0001437749-25-025661 filed by Holos Integrated 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 12,206 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $3,056,627.

    13F-HR 0001437749-25-025660 filed by Holos Integrated Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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