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LWM Advisory Services, LLC: AAPL position timeline

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

LWM Advisory Services, LLC held 15,499 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,499 shares
    Change vs previous 13F -16,834 shares

    8.01% of the 13F portfolio, value $4,484,778.

    13F-HR 0001420506-26-001367 filed by LWM Advisory Services, 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 32,333 shares
    Change vs previous 13F +1,043 shares

    8.77% of the 13F portfolio, value $8,218,500.

    13F-HR 0001420506-26-000765 filed by LWM Advisory Services, 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 31,290 shares
    Change vs previous 13F +1,268 shares

    4.98% of the 13F portfolio, value $8,506,741.

    13F-HR 0001420506-26-000307 filed by LWM Advisory Services, 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 30,022 shares
    Change vs previous 13F +908 shares

    4.46% of the 13F portfolio, value $7,648,123.

    13F-HR 0001420506-25-003490 filed by LWM Advisory Services, 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 29,114 shares
    Change vs previous 13F -577 shares

    4.12% of the 13F portfolio, value $5,973,434.

    13F-HR 0001420506-25-002140 filed by LWM Advisory Services, 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 29,691 shares
    Change vs previous 13F -2,708 shares

    4.58% of the 13F portfolio, value $6,597,641.

    13F-HR 0001420506-25-001019 filed by LWM Advisory Services, 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 32,399 shares
    Change vs previous 13F -1,836 shares

    5.63% of the 13F portfolio, value $8,098,440.

    13F-HR 0001420506-25-000111 filed by LWM Advisory Services, 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 34,235 shares
    Change vs previous 13F not available

    5.91% of the 13F portfolio, value $7,976,760.

    13F-HR 0001420506-24-002370 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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