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Disclosery

LPWM LLC: AAPL position timeline

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

LPWM LLC held 3,557 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,557 shares
    Change vs previous 13F -129 shares

    0.23% of the 13F portfolio, value $1,029,152.

    13F-HR 0001951757-26-001044 filed by LPWM 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 3,686 shares
    Change vs previous 13F -237 shares

    0.24% of the 13F portfolio, value $935,463.

    13F-HR 0001951757-26-000557 filed by LPWM 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 3,923 shares
    Change vs previous 13F +139 shares

    0.27% of the 13F portfolio, value $1,066,575.

    13F-HR 0001951757-26-000010 filed by LPWM 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 3,784 shares
    Change vs previous 13F -183 shares

    0.26% of the 13F portfolio, value $963,403.

    13F-HR 0001951757-25-001174 filed by LPWM 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 3,967 shares
    Change vs previous 13F -148 shares

    0.24% of the 13F portfolio, value $813,871.

    13F-HR 0001951757-25-000587 filed by LPWM 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 4,115 shares
    Change vs previous 13F +26 shares

    0.29% of the 13F portfolio, value $913,990.

    13F-HR 0001951757-25-000345 filed by LPWM 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 4,089 shares
    Change vs previous 13F -25 shares

    0.33% of the 13F portfolio, value $1,023,964.

    13F-HR 0001951757-25-000018 filed by LPWM 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 4,114 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $928,469.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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