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MONOGRAPH WEALTH ADVISORS, LLC: AAPL position timeline

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

MONOGRAPH WEALTH ADVISORS, LLC held 101,437 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 101,437 shares
    Change vs previous 13F -21,948 shares

    2.41% of the 13F portfolio, value $29,351,861.

    13F-HR 0001776588-26-000003 filed by MONOGRAPH WEALTH ADVISORS, 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 123,385 shares
    Change vs previous 13F +16,640 shares

    2.97% of the 13F portfolio, value $31,313,754.

    13F-HR 0001776588-26-000002 filed by MONOGRAPH WEALTH ADVISORS, 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 106,745 shares
    Change vs previous 13F -16,850 shares

    2.85% of the 13F portfolio, value $29,019,641.

    13F-HR 0001776588-26-000001 filed by MONOGRAPH WEALTH ADVISORS, 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 123,595 shares
    Change vs previous 13F +25,759 shares

    3.18% of the 13F portfolio, value $31,470,941.

    13F-HR 0001776588-25-000009 filed by MONOGRAPH WEALTH ADVISORS, 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 97,836 shares
    Change vs previous 13F +2,177 shares

    2.48% of the 13F portfolio, value $20,073,043.

    13F-HR 0001776588-25-000006 filed by MONOGRAPH WEALTH ADVISORS, 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 95,659 shares
    Change vs previous 13F -7,117 shares

    2.89% of the 13F portfolio, value $21,248,682.

    13F-HR 0001776588-25-000005 filed by MONOGRAPH WEALTH ADVISORS, 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 102,776 shares
    Change vs previous 13F +5,296 shares

    3.4% of the 13F portfolio, value $25,737,148.

    13F-HR 0001776588-25-000003 filed by MONOGRAPH WEALTH ADVISORS, 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 97,480 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $22,712,738.

    13F-HR 0001776588-24-000006 filed by MONOGRAPH WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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