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Disclosery

Lake Point Wealth Management: AAPL position timeline

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

Lake Point Wealth Management held 4,025 AAPL shares at 2022-06-30 per its 13F-HR filed 2022-07-19.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 4,025 shares
    Change vs previous 13F +67 shares

    0.31% of the 13F portfolio, value $550,000.

    13F-HR 0001437749-22-017316 filed by Lake Point Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-03-31
    13F 3,958 shares
    Change vs previous 13F -472 shares

    0.32% of the 13F portfolio, value $691,000.

    13F-HR 0001437749-22-012765 filed by Lake Point Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-12-31
    13F 4,430 shares
    Change vs previous 13F +665 shares

    0.34% of the 13F portfolio, value $787,000.

    13F-HR 0001437749-22-004170 filed by Lake Point Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-09-30
    13F 3,765 shares
    Change vs previous 13F -198 shares

    0.25% of the 13F portfolio, value $533,000.

    13F-HR 0001437749-21-024086 filed by Lake Point Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-06-30
    13F 3,963 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $543,000.

    13F-HR 0001437749-21-018436 filed by Lake Point Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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