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MPWM ADVISORY SOLUTIONS, LLC: AAPL position timeline

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

MPWM ADVISORY SOLUTIONS, LLC held 9,452 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,452 shares
    Change vs previous 13F -32 shares

    1.25% of the 13F portfolio, value $2,734,991.

    13F-HR 0002056693-26-000003 filed by MPWM ADVISORY SOLUTIONS, 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 9,484 shares
    Change vs previous 13F +55 shares

    1.28% of the 13F portfolio, value $2,407,060.

    13F-HR 0002056693-26-000002 filed by MPWM ADVISORY SOLUTIONS, 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 9,429 shares
    Change vs previous 13F -52 shares

    1.43% of the 13F portfolio, value $2,563,334.

    13F-HR 0002056693-26-000001 filed by MPWM ADVISORY SOLUTIONS, 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 9,481 shares
    Change vs previous 13F +19 shares

    1.44% of the 13F portfolio, value $2,414,210.

    13F-HR 0002056693-25-000005 filed by MPWM ADVISORY SOLUTIONS, 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 9,462 shares
    Change vs previous 13F -1,138 shares

    1.23% of the 13F portfolio, value $1,941,313.

    13F-HR 0002056693-25-000003 filed by MPWM ADVISORY SOLUTIONS, 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 10,600 shares
    Change vs previous 13F -310 shares

    1.71% of the 13F portfolio, value $2,354,533.

    13F-HR 0002056693-25-000002 filed by MPWM ADVISORY SOLUTIONS, 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 10,910 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $2,731,993.

    13F-HR 0002056693-25-000001 filed by MPWM ADVISORY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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