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JOURNEY STRATEGIC WEALTH LLC: AAPL position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 878,194 AAPL shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 878,194 shares
    Change vs previous 13F +11,557 shares

    5.53% of the 13F portfolio, value $222,876,922.

    13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC 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 ended2025-12-31
    13F 866,637 shares
    Change vs previous 13F -310 shares

    6.19% of the 13F portfolio, value $235,603,857.

    13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC 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 ended2025-09-30
    13F 866,947 shares
    Change vs previous 13F -34,661 shares

    6.23% of the 13F portfolio, value $220,750,727.

    13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC 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 ended2025-06-30
    13F 901,608 shares
    Change vs previous 13F +48,043 shares

    6% of the 13F portfolio, value $184,982,898.

    13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC 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 ended2025-03-31
    13F 853,565 shares
    Change vs previous 13F +12,861 shares

    6.61% of the 13F portfolio, value $189,602,556.

    13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC 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 ended2024-12-31
    13F 840,704 shares
    Change vs previous 13F +874 shares

    7.87% of the 13F portfolio, value $210,529,336.

    13F-HR 0001909316-25-000001 filed by JOURNEY STRATEGIC 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 ended2024-09-30
    13F 839,830 shares
    Change vs previous 13F +21,408 shares

    7.17% of the 13F portfolio, value $195,680,489.

    13F-HR 0001909316-24-000006 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 818,422 shares
    Change vs previous 13F not available

    7.32% of the 13F portfolio, value $172,376,288.

    13F-HR 0001909316-24-000002 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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