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LJI Wealth Management, LLC: AAPL position timeline

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

LJI Wealth Management, LLC held 59,378 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,378 shares
    Change vs previous 13F -507 shares

    2.41% of the 13F portfolio, value $17,181,559.

    13F-HR 0001104659-26-089144 filed by LJI Wealth Management, 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 59,885 shares
    Change vs previous 13F +372 shares

    2.43% of the 13F portfolio, value $15,198,213.

    13F-HR 0002085853-26-000559 filed by LJI Wealth Management, 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 59,513 shares
    Change vs previous 13F -303 shares

    2.47% of the 13F portfolio, value $16,179,178.

    13F-HR 0002085853-26-000182 filed by LJI Wealth Management, 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 59,816 shares
    Change vs previous 13F -3,258 shares

    2.66% of the 13F portfolio, value $15,230,827.

    13F-HR 0002085853-25-000182 filed by LJI Wealth Management, 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 63,074 shares
    Change vs previous 13F -2,183 shares

    2.25% of the 13F portfolio, value $12,940,972.

    13F-HR 0001667731-25-001020 filed by LJI Wealth Management, 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 65,257 shares
    Change vs previous 13F -1,231 shares

    2.89% of the 13F portfolio, value $14,495,603.

    13F-HR 0001667731-25-000572 filed by LJI Wealth Management, 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 66,488 shares
    Change vs previous 13F -764 shares

    3.28% of the 13F portfolio, value $16,649,916.

    13F-HR 0001667731-25-000145 filed by LJI Wealth Management, 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 67,252 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $15,669,737.

    13F-HR 0001988563-24-000008 filed by LJI Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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