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Performance Wealth Partners, LLC: AAPL position timeline

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

Performance Wealth Partners, LLC held 3,933,000 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,933,000 shares
    Change vs previous 13F +8,388 shares

    28.26% of the 13F portfolio, value $1,138,052,940.

    13F-HR 0001951757-26-001190 filed by Performance 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 ended2026-03-31
    13F 3,924,612 shares
    Change vs previous 13F -33,667 shares

    28.9% of the 13F portfolio, value $996,027,192.

    13F-HR 0001951757-26-000568 filed by Performance 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 ended2025-12-31
    13F 3,958,279 shares
    Change vs previous 13F -83,254 shares

    29.17% of the 13F portfolio, value $1,076,097,842.

    13F-HR 0001951757-26-000258 filed by Performance 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 ended2025-09-30
    13F 4,041,533 shares
    Change vs previous 13F -24,653 shares

    28.71% of the 13F portfolio, value $1,029,095,442.

    13F-HR 0001951757-25-001310 filed by Performance 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 ended2025-06-30
    13F 4,066,186 shares
    Change vs previous 13F -38,644 shares

    26.69% of the 13F portfolio, value $834,259,266.

    13F-HR 0001951757-25-000972 filed by Performance 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 ended2025-03-31
    13F 4,104,830 shares
    Change vs previous 13F -43,770 shares

    32.57% of the 13F portfolio, value $911,805,811.

    13F-HR 0001951757-25-000393 filed by Performance 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 ended2024-12-31
    13F 4,148,600 shares
    Change vs previous 13F -11,587 shares

    33.39% of the 13F portfolio, value $1,038,892,552.

    13F-HR 0001951757-25-000052 filed by Performance 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 ended2024-09-30
    13F 4,160,187 shares
    Change vs previous 13F not available

    33.37% of the 13F portfolio, value $969,323,716.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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