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Disclosery

NewEdge Wealth, LLC: AAPL position timeline

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

NewEdge Wealth, LLC held 1,394,101 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,394,101 shares
    Change vs previous 13F +34,279 shares

    4.07% of the 13F portfolio, value $403,397,033.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 1,359,822 shares
    Change vs previous 13F +15,843 shares

    4.12% of the 13F portfolio, value $345,109,346.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 1,343,979 shares
    Change vs previous 13F +176,827 shares

    4.13% of the 13F portfolio, value $365,374,024.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 1,167,152 shares
    Change vs previous 13F +58,661 shares

    4.52% of the 13F portfolio, value $315,294,356.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 1,108,491 shares
    Change vs previous 13F +33,032 shares

    3.82% of the 13F portfolio, value $243,901,187.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 1,075,459 shares
    Change vs previous 13F -59,570 shares

    4.33% of the 13F portfolio, value $238,891,727.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 1,135,029 shares
    Change vs previous 13F +62,864 shares

    4.93% of the 13F portfolio, value $284,233,945.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 1,072,165 shares
    Change vs previous 13F not available

    4.51% of the 13F portfolio, value $249,814,335.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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