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LifeWealth Investments, LLC: AAPL position timeline

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

LifeWealth Investments, LLC held 39,585 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 39,585 shares
    Change vs previous 13F +1,059 shares

    3.06% of the 13F portfolio, value $11,454,411.

    13F-HR 0002033794-26-000006 filed by LifeWealth Investments, 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 38,526 shares
    Change vs previous 13F +589 shares

    2.92% of the 13F portfolio, value $9,777,591.

    13F-HR 0002033794-26-000005 filed by LifeWealth Investments, 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 37,937 shares
    Change vs previous 13F +646 shares

    3.27% of the 13F portfolio, value $10,313,511.

    13F-HR 0002033794-26-000001 filed by LifeWealth Investments, 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/A 37,291 shares
    Change vs previous 13F -2,238 shares

    3.13% of the 13F portfolio, value $9,495,421.

    13F-HR/A 0002033794-26-000004 filed by LifeWealth Investments, 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/A 39,529 shares
    Change vs previous 13F +5,715 shares

    2.95% of the 13F portfolio, value $8,110,089.

    13F-HR/A 0002033794-26-000003 filed by LifeWealth Investments, 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/A 33,814 shares
    Change vs previous 13F +9,187 shares

    3.61% of the 13F portfolio, value $7,511,094.

    13F-HR/A 0002033794-26-000002 filed by LifeWealth Investments, 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 24,627 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $6,167,084.

    13F-HR 0002033794-25-000001 filed by LifeWealth Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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