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Disclosery

MFA Wealth Services: AAPL position timeline

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

MFA Wealth Services held 10,869 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,869 shares
    Change vs previous 13F +77 shares

    1.88% of the 13F portfolio, value $3,145,078.

    13F-HR 0001754960-26-000585 filed by MFA Wealth Services
    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 10,792 shares
    Change vs previous 13F -41 shares

    1.81% of the 13F portfolio, value $2,738,820.

    13F-HR 0001754960-26-000297 filed by MFA Wealth Services
    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 10,833 shares
    Change vs previous 13F -530 shares

    1.99% of the 13F portfolio, value $2,945,169.

    13F-HR 0001754960-26-000075 filed by MFA Wealth Services
    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 11,363 shares
    Change vs previous 13F -100 shares

    2% of the 13F portfolio, value $2,893,439.

    13F-HR 0001754960-25-000793 filed by MFA Wealth Services
    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 11,463 shares
    Change vs previous 13F -327 shares

    1.77% of the 13F portfolio, value $2,351,960.

    13F-HR 0001754960-25-000478 filed by MFA Wealth Services
    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 11,790 shares
    Change vs previous 13F -951 shares

    2.15% of the 13F portfolio, value $2,619,003.

    13F-HR 0001754960-25-000207 filed by MFA Wealth Services
    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 12,741 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $3,190,726.

    13F-HR 0001754960-25-000045 filed by MFA Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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