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Monument Group Wealth Advisors, LLC: AAPL position timeline

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

Monument Group Wealth Advisors, LLC held 21,918 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,918 shares
    Change vs previous 13F -799 shares

    3.04% of the 13F portfolio, value $6,342,192.

    13F-HR 0001965665-26-000003 filed by Monument Group 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 22,717 shares
    Change vs previous 13F -2,982 shares

    3.2% of the 13F portfolio, value $5,765,347.

    13F-HR 0001965665-26-000002 filed by Monument Group 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 25,699 shares
    Change vs previous 13F +22,172 shares

    3.81% of the 13F portfolio, value $6,986,530.

    13F-HR 0001965665-26-000001 filed by Monument Group 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 3,527 shares
    Change vs previous 13F -2,119 shares

    0.53% of the 13F portfolio, value $898,080.

    13F-HR 0001965665-25-000005 filed by Monument Group 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 5,646 shares
    Change vs previous 13F +671 shares

    0.73% of the 13F portfolio, value $1,158,389.

    13F-HR 0001965665-25-000004 filed by Monument Group 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 4,975 shares
    Change vs previous 13F +851 shares

    0.77% of the 13F portfolio, value $1,105,096.

    13F-HR 0001965665-25-000002 filed by Monument Group 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 4,124 shares
    Change vs previous 13F -2,012 shares

    0.73% of the 13F portfolio, value $1,032,732.

    13F-HR 0001965665-25-000001 filed by Monument Group 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 6,136 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,429,688.

    13F-HR 0001965665-24-000007 filed by Monument Group Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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