Skip to content
Disclosery

LWM ADVISORS INC: AAPL position timeline

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

LWM ADVISORS INC held 3,949 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,949 shares
    Change vs previous 13F +1 shares

    0.99% of the 13F portfolio, value $1,314,993.

    13F-HR 0002085853-26-001113 filed by LWM ADVISORS INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,948 shares
    Change vs previous 13F +2 shares

    0.85% of the 13F portfolio, value $1,142,220.

    13F-HR 0002085853-26-000680 filed by LWM 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 ended2026-03-31
    13F 3,946 shares
    Change vs previous 13F +1 shares

    0.87% of the 13F portfolio, value $1,001,420.

    13F-HR 0002085853-26-000343 filed by LWM 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 ended2025-12-31
    13F 3,945 shares
    Change vs previous 13F -347 shares

    0.94% of the 13F portfolio, value $1,072,613.

    13F-HR 0002085853-26-000024 filed by LWM 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 ended2025-09-30
    13F 4,292 shares
    Change vs previous 13F -903 shares

    0.98% of the 13F portfolio, value $1,093,155.

    13F-HR 0002085853-25-000014 filed by LWM 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 ended2025-06-30
    13F 5,195 shares
    Change vs previous 13F -8 shares

    1.03% of the 13F portfolio, value $1,065,927.

    13F-HR 0001667731-25-000739 filed by LWM 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 ended2025-03-31
    13F 5,203 shares
    Change vs previous 13F -37 shares

    1.06% of the 13F portfolio, value $1,033,030.

    13F-HR 0001667731-25-000622 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,240 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $1,312,134.

    13F-HR 0001667731-25-000618 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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