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Disclosery

Legacies Wealth LLC: AAPL position timeline

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

Legacies Wealth LLC held 24,866 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,866 shares
    Change vs previous 13F 0 shares

    3.94% of the 13F portfolio, value $7,195,226.

    13F-HR 0001755933-26-000011 filed by Legacies 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 24,866 shares
    Change vs previous 13F -76 shares

    4% of the 13F portfolio, value $6,310,742.

    13F-HR 0001755933-26-000005 filed by Legacies 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 24,942 shares
    Change vs previous 13F +2,768 shares

    3.83% of the 13F portfolio, value $6,780,732.

    13F-HR 0001755933-26-000002 filed by Legacies 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 22,174 shares
    Change vs previous 13F +248 shares

    3.64% of the 13F portfolio, value $5,646,166.

    13F-HR 0001755933-25-000009 filed by Legacies 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 21,926 shares
    Change vs previous 13F 0 shares

    2.99% of the 13F portfolio, value $4,498,557.

    13F-HR 0001755933-25-000007 filed by Legacies 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 21,926 shares
    Change vs previous 13F -490 shares

    3.6% of the 13F portfolio, value $4,870,422.

    13F-HR 0001755933-25-000005 filed by Legacies 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 22,416 shares
    Change vs previous 13F -6 shares

    4.35% of the 13F portfolio, value $5,613,415.

    13F-HR 0001755933-25-000002 filed by Legacies 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 ended2024-09-30
    13F 22,422 shares
    Change vs previous 13F not available

    4.15% of the 13F portfolio, value $5,224,326.

    13F-HR 0001755933-24-000006 filed by Legacies Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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