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Disclosery

McMill Wealth Management: AAPL position timeline

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

McMill Wealth Management held 4,658 AAPL shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 4,658 shares
    Change vs previous 13F -64 shares

    0.33% of the 13F portfolio, value $1,347,849.

    13F-HR/A 0002056447-26-000004 filed by McMill Wealth Management
    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 4,722 shares
    Change vs previous 13F -19 shares

    0.32% of the 13F portfolio, value $1,198,523.

    13F-HR 0002056447-26-000002 filed by McMill Wealth Management
    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 4,741 shares
    Change vs previous 13F -6 shares

    0.36% of the 13F portfolio, value $1,288,869.

    13F-HR 0002056447-26-000001 filed by McMill Wealth Management
    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 4,747 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,208,822.

    13F-HR 0002056447-25-000007 filed by McMill Wealth Management
    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 4,747 shares
    Change vs previous 13F +85 shares

    0.32% of the 13F portfolio, value $952,464.

    13F-HR 0002056447-25-000005 filed by McMill Wealth Management
    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 4,662 shares
    Change vs previous 13F +91 shares

    0.37% of the 13F portfolio, value $1,035,566.

    13F-HR 0002056447-25-000003 filed by McMill Wealth Management
    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 4,571 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,144,759.

    13F-HR 0002056447-25-000001 filed by McMill Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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