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Lifelong Wealth Advisors, Inc.: AAPL position timeline

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

Lifelong Wealth Advisors, Inc. held 7,641 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,641 shares
    Change vs previous 13F +201 shares

    0.52% of the 13F portfolio, value $2,211,135.

    13F-HR 0001725547-26-000233 filed by Lifelong Wealth Advisors, Inc.
    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 7,440 shares
    Change vs previous 13F +473 shares

    0.5% of the 13F portfolio, value $1,888,309.

    13F-HR 0001725547-26-000133 filed by Lifelong Wealth Advisors, Inc.
    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 6,967 shares
    Change vs previous 13F +80 shares

    0.5% of the 13F portfolio, value $1,894,159.

    13F-HR 0001725547-26-000009 filed by Lifelong Wealth Advisors, Inc.
    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 6,887 shares
    Change vs previous 13F -31 shares

    0.52% of the 13F portfolio, value $1,753,733.

    13F-HR 0001725547-25-004186 filed by Lifelong Wealth Advisors, Inc.
    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 6,918 shares
    Change vs previous 13F +444 shares

    0.47% of the 13F portfolio, value $1,419,436.

    13F-HR 0001725547-25-003381 filed by Lifelong Wealth Advisors, Inc.
    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 6,474 shares
    Change vs previous 13F +33 shares

    0.67% of the 13F portfolio, value $1,438,136.

    13F-HR 0001725547-25-001450 filed by Lifelong Wealth Advisors, Inc.
    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 6,441 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,613,022.

    13F-HR 0001221073-25-000033 filed by Lifelong Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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