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O'Brien Wealth Partners LLC: AAPL position timeline

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

O'Brien Wealth Partners LLC held 45,531 AAPL shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 45,531 shares
    Change vs previous 13F -15,191 shares

    1.64% of the 13F portfolio, value $12,378,058.

    13F-HR 0001580642-26-000355 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 60,722 shares
    Change vs previous 13F -30 shares

    2.09% of the 13F portfolio, value $15,461,637.

    13F-HR 0001580642-25-006682 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 60,752 shares
    Change vs previous 13F -278 shares

    1.96% of the 13F portfolio, value $12,464,536.

    13F-HR 0001580642-25-004184 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 61,030 shares
    Change vs previous 13F -8 shares

    2.52% of the 13F portfolio, value $13,556,602.

    13F-HR 0001580642-25-002582 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 61,038 shares
    Change vs previous 13F +24,647 shares

    2.75% of the 13F portfolio, value $15,285,256.

    13F-HR 0001580642-25-000536 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 36,391 shares
    Change vs previous 13F -63 shares

    1.66% of the 13F portfolio, value $8,478,987.

    13F-HR 0001580642-24-006302 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 36,454 shares
    Change vs previous 13F +14,795 shares

    1.73% of the 13F portfolio, value $7,677,914.

    13F-HR 0001580642-24-003756 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 21,659 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $3,714,076.

    13F-HR 0001580642-24-002188 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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