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Disclosery

MBL Wealth, LLC: AAPL position timeline

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

MBL Wealth, LLC held 91,740 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,740 shares
    Change vs previous 13F -2,529 shares

    1.81% of the 13F portfolio, value $26,545,842.

    13F-HR 0001437749-26-023609 filed by MBL Wealth, 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 94,269 shares
    Change vs previous 13F -8,288 shares

    1.81% of the 13F portfolio, value $23,924,604.

    13F-HR 0001437749-26-013587 filed by MBL Wealth, 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 102,557 shares
    Change vs previous 13F +13,842 shares

    2.24% of the 13F portfolio, value $27,881,138.

    13F-HR 0001437749-26-001627 filed by MBL Wealth, 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 88,715 shares
    Change vs previous 13F -1,289 shares

    1.97% of the 13F portfolio, value $22,589,519.

    13F-HR 0001437749-25-031122 filed by MBL Wealth, 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 90,004 shares
    Change vs previous 13F +7 shares

    1.77% of the 13F portfolio, value $18,466,030.

    13F-HR 0001437749-25-023178 filed by MBL Wealth, 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 89,997 shares
    Change vs previous 13F +1,810 shares

    2.03% of the 13F portfolio, value $19,991,106.

    13F-HR 0001437749-25-017955 filed by MBL Wealth, 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 88,187 shares
    Change vs previous 13F -2,476 shares

    2.22% of the 13F portfolio, value $22,083,895.

    13F-HR 0001437749-25-012433 filed by MBL Wealth, 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 90,663 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $21,124,578.

    13F-HR 0001437749-25-000682 filed by MBL Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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