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Modern Wealth Management, LLC: AAPL position timeline

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

Modern Wealth Management, LLC held 614,819 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 614,819 shares
    Change vs previous 13F +97,771 shares

    2.12% of the 13F portfolio, value $177,903,829.

    13F-HR 0002001900-26-000007 filed by Modern 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 517,048 shares
    Change vs previous 13F +22,053 shares

    2.27% of the 13F portfolio, value $132,172,870.

    13F-HR 0002001900-26-000006 filed by Modern 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 494,995 shares
    Change vs previous 13F +34,223 shares

    2.45% of the 13F portfolio, value $134,569,326.

    13F-HR 0002001900-26-000001 filed by Modern 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 460,772 shares
    Change vs previous 13F +64,371 shares

    2.32% of the 13F portfolio, value $117,326,268.

    13F-HR 0002001900-25-000023 filed by Modern 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/A 396,401 shares
    Change vs previous 13F +47,084 shares

    2.02% of the 13F portfolio, value $81,329,405.

    13F-HR/A 0002001900-25-000022 filed by Modern 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/A 349,317 shares
    Change vs previous 13F +36,974 shares

    2.48% of the 13F portfolio, value $77,593,797.

    13F-HR/A 0002001900-25-000019 filed by Modern 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/A 312,343 shares
    Change vs previous 13F +208,360 shares

    2.92% of the 13F portfolio, value $78,217,068.

    13F-HR/A 0002001900-25-000017 filed by Modern 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/A 103,983 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $24,228,164.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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