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Measured Wealth Private Client Group, LLC: AAPL position timeline

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

Measured Wealth Private Client Group, LLC held 20,887 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,887 shares
    Change vs previous 13F +125 shares

    1.46% of the 13F portfolio, value $6,043,974.

    13F-HR 0001720235-26-000006 filed by Measured Wealth Private Client Group, 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 20,762 shares
    Change vs previous 13F -741 shares

    1.44% of the 13F portfolio, value $5,269,142.

    13F-HR 0001720235-26-000004 filed by Measured Wealth Private Client Group, 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 21,503 shares
    Change vs previous 13F +3,758 shares

    1.55% of the 13F portfolio, value $5,845,766.

    13F-HR 0001720235-26-000002 filed by Measured Wealth Private Client Group, 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 17,745 shares
    Change vs previous 13F -1,947 shares

    1.22% of the 13F portfolio, value $4,518,402.

    13F-HR 0001720235-25-000010 filed by Measured Wealth Private Client Group, 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 19,692 shares
    Change vs previous 13F +394 shares

    1.21% of the 13F portfolio, value $4,040,179.

    13F-HR 0001720235-25-000005 filed by Measured Wealth Private Client Group, 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 19,298 shares
    Change vs previous 13F -1,965 shares

    1.38% of the 13F portfolio, value $4,286,661.

    13F-HR 0001172661-25-001650 filed by Measured Wealth Private Client Group, 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 21,263 shares
    Change vs previous 13F -55 shares

    1.72% of the 13F portfolio, value $5,324,790.

    13F-HR 0001172661-25-000371 filed by Measured Wealth Private Client Group, 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 21,318 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $4,966,979.

    13F-HR 0001172661-24-004369 filed by Measured Wealth Private Client Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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