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MISSION WEALTH MANAGEMENT, LP: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on AAPL, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 1,211,951 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,211,951 shares
    Change vs previous 13F +316,286 shares

    4.37% of the 13F portfolio, value $350,690,097.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 895,665 shares
    Change vs previous 13F -41,575 shares

    4.76% of the 13F portfolio, value $227,310,878.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 937,240 shares
    Change vs previous 13F -18,742 shares

    5.19% of the 13F portfolio, value $254,798,038.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 955,982 shares
    Change vs previous 13F -49,683 shares

    4.98% of the 13F portfolio, value $243,421,776.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 1,005,665 shares
    Change vs previous 13F +109,565 shares

    4.5% of the 13F portfolio, value $206,332,379.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 896,100 shares
    Change vs previous 13F +61,175 shares

    4.99% of the 13F portfolio, value $199,050,693.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 834,925 shares
    Change vs previous 13F +28,471 shares

    4.98% of the 13F portfolio, value $209,082,010.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 806,454 shares
    Change vs previous 13F not available

    4.65% of the 13F portfolio, value $187,903,714.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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