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MinichMacGregor Wealth Management, LLC: AAPL position timeline

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

MinichMacGregor Wealth Management, LLC held 13,828 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,828 shares
    Change vs previous 13F -305 shares

    0.61% of the 13F portfolio, value $4,001,358.

    13F-HR 0001172661-26-002643 filed by MinichMacGregor Wealth Management, 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 14,133 shares
    Change vs previous 13F -627 shares

    0.63% of the 13F portfolio, value $3,586,889.

    13F-HR 0001172661-26-001514 filed by MinichMacGregor Wealth Management, 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 14,760 shares
    Change vs previous 13F +56 shares

    0.73% of the 13F portfolio, value $4,012,709.

    13F-HR 0001172661-26-000974 filed by MinichMacGregor Wealth Management, 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 14,704 shares
    Change vs previous 13F +1,785 shares

    0.73% of the 13F portfolio, value $3,744,039.

    13F-HR 0001172661-25-004469 filed by MinichMacGregor Wealth Management, 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 12,919 shares
    Change vs previous 13F -1,634 shares

    0.57% of the 13F portfolio, value $2,650,647.

    13F-HR 0001172661-25-002620 filed by MinichMacGregor Wealth Management, 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 14,553 shares
    Change vs previous 13F -20 shares

    0.72% of the 13F portfolio, value $3,232,750.

    13F-HR 0001172661-25-001533 filed by MinichMacGregor Wealth Management, 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 14,573 shares
    Change vs previous 13F +523 shares

    0.76% of the 13F portfolio, value $3,649,412.

    13F-HR 0001172661-25-000264 filed by MinichMacGregor Wealth Management, 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 14,050 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $3,273,637.

    13F-HR 0001172661-24-004416 filed by MinichMacGregor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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